StrongBox Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
4,256
-527
| -11% | -$51.5K | 0.16% | 71 |
|
|
2025
Q1 | $420K | Buy |
4,783
+275
| +6% | +$24.1K | 0.18% | 69 |
|
|
2024
Q4 | $407K | Sell |
4,508
-864
| -16% | -$78.1K | 0.17% | 67 |
|
|
2024
Q3 | $434K | Buy |
5,372
+1,666
| +45% | +$135K | 0.19% | 63 |
|
|
2024
Q2 | $251K | Buy |
+3,706
| New | +$251K | 0.12% | 81 |
|
|
2024
Q1 | – | Sell |
-4,089
| Closed | -$215K | – | 83 |
|
|
2023
Q4 | $215K | Sell |
4,089
-405
| -9% | -$21.3K | 0.13% | 74 |
|
|
2023
Q3 | $240K | Sell |
4,494
-129
| -3% | -$6.88K | 0.15% | 74 |
|
|
2023
Q2 | $242K | Buy |
4,623
+282
| +6% | +$14.8K | 0.15% | 79 |
|
|
2023
Q1 | $213K | Buy |
4,341
+3
| +0.1% | +$147 | 0.14% | 83 |
|
|
2022
Q4 | $205K | Sell |
4,338
-870
| -17% | -$41.1K | 0.15% | 78 |
|
|
2022
Q3 | $225K | Buy |
5,208
+3
| +0.1% | +$130 | 0.16% | 73 |
|
|
2022
Q2 | $211K | Sell |
5,205
-402
| -7% | -$16.3K | 0.14% | 81 |
|
|
2022
Q1 | $278K | Sell |
5,607
-1,353
| -19% | -$67.1K | 0.16% | 81 |
|
|
2021
Q4 | $336K | Buy |
6,960
+75
| +1% | +$3.62K | 0.17% | 82 |
|
|
2021
Q3 | $320K | Sell |
6,885
-702
| -9% | -$32.6K | 0.18% | 85 |
|
|
2021
Q2 | $357K | Buy |
7,587
+129
| +2% | +$6.07K | 0.2% | 78 |
|
|
2021
Q1 | $338K | Hold |
7,458
| – | – | 0.21% | 72 |
|
|
2020
Q4 | $358K | Sell |
7,458
-900
| -11% | -$43.2K | 0.23% | 69 |
|
|
2020
Q3 | $390K | Buy |
8,358
+2,448
| +41% | +$114K | 0.29% | 60 |
|
|
2020
Q2 | $236K | Sell |
5,910
-240
| -4% | -$9.58K | 0.22% | 76 |
|
|
2020
Q1 | $233K | Buy |
+6,150
| New | +$233K | 0.26% | 74 |
|