Strategic 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 | $16.1M | Buy |
164,574
+8,224
| +5% | +$804K | 2.61% | 12 |
|
|
2025
Q1 | $13.7M | Sell |
156,350
-18,660
| -11% | -$1.64M | 2.69% | 11 |
|
|
2024
Q4 | $15.8M | Buy |
175,010
+2,366
| +1% | +$214K | 2.91% | 11 |
|
|
2024
Q3 | $13.9M | Buy |
172,644
+6,687
| +4% | +$540K | 2.75% | 11 |
|
|
2024
Q2 | $11.2M | Buy |
165,957
+18,039
| +12% | +$1.22M | 2.46% | 14 |
|
|
2024
Q1 | $8.9M | Buy |
147,918
+24,588
| +20% | +$1.48M | 2.23% | 14 |
|
|
2023
Q4 | $6.48M | Buy |
+123,330
| New | +$6.48M | 2.15% | 14 |
|