Stonebridge Financial Planning Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
9,280
+665
| +8% | +$65K | 0.38% | 78 |
|
|
2025
Q1 | $756K | Buy |
8,615
+2,262
| +36% | +$199K | 0.35% | 84 |
|
|
2024
Q4 | $574K | Buy |
6,353
+260
| +4% | +$23.5K | 0.26% | 98 |
|
|
2024
Q3 | $492K | Buy |
6,093
+1,360
| +29% | +$110K | 0.23% | 106 |
|
|
2024
Q2 | $320K | Buy |
+4,733
| New | +$320K | 0.16% | 131 |
|
|
2022
Q1 | – | Sell |
-2,508
| Closed | -$115K | – | 364 |
|
|
2021
Q4 | $115K | Buy |
2,508
+3
| +0.1% | +$138 | 0.06% | 150 |
|
|
2021
Q3 | $125K | Buy |
2,505
+3
| +0.1% | +$150 | 0.06% | 148 |
|
|
2021
Q2 | $117K | Buy |
2,502
+3
| +0.1% | +$140 | 0.06% | 147 |
|
|
2021
Q1 | $116K | Sell |
2,499
-117
| -4% | -$5.43K | 0.07% | 144 |
|
|
2020
Q4 | $126K | Buy |
2,616
+210
| +9% | +$10.1K | 0.08% | 135 |
|
|
2020
Q3 | $116K | Buy |
2,406
+3
| +0.1% | +$145 | 0.08% | 124 |
|
|
2020
Q2 | $95K | Buy |
2,403
+603
| +34% | +$23.8K | 0.08% | 133 |
|
|
2020
Q1 | $73K | Buy |
1,800
+1,350
| +300% | +$54.8K | 0.07% | 145 |
|
|
2019
Q4 | $18K | Buy |
+450
| New | +$18K | 0.02% | 249 |
|