Successful Portfolios’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Sell |
52,037
-104
| -0.2% | -$10.2K | 3.13% | 7 |
|
|
2025
Q1 | $4.58M | Buy |
52,141
+5
| +0% | +$439 | 3.11% | 9 |
|
|
2024
Q4 | $4.71M | Sell |
52,136
-275
| -0.5% | -$24.8K | 3.15% | 9 |
|
|
2024
Q3 | $4.23M | Sell |
52,411
-1,125
| -2% | -$90.8K | 2.86% | 9 |
|
|
2024
Q2 | $3.62M | Buy |
53,536
+11,012
| +26% | +$746K | 2.53% | 10 |
|
|
2024
Q1 | $2.56M | Buy |
42,524
+4,706
| +12% | +$283K | 1.75% | 12 |
|
|
2023
Q4 | $1.99M | Sell |
37,818
-330
| -0.9% | -$17.3K | 1.49% | 14 |
|
|
2023
Q3 | $2.03M | Sell |
38,148
-588
| -2% | -$31.3K | 1.8% | 12 |
|
|
2023
Q2 | $2.03M | Sell |
38,736
-5,262
| -12% | -$276K | 1.75% | 11 |
|
|
2023
Q1 | $2.16M | Sell |
43,998
-504
| -1% | -$24.8K | 1.36% | 15 |
|
|
2022
Q4 | $2.1M | Buy |
44,502
+291
| +0.7% | +$13.8K | 1.37% | 13 |
|
|
2022
Q3 | $1.91M | Sell |
44,211
-2,820
| -6% | -$122K | 1.39% | 15 |
|
|
2022
Q2 | $1.91M | Sell |
47,031
-543
| -1% | -$22K | 1.28% | 15 |
|
|
2022
Q1 | $2.36M | Sell |
47,574
-108
| -0.2% | -$5.36K | 1.34% | 16 |
|
|
2021
Q4 | $2.3M | Buy |
47,682
+312
| +0.7% | +$15.1K | 1.25% | 16 |
|
|
2021
Q3 | $2.2M | Buy |
47,370
+711
| +2% | +$33K | 1.31% | 16 |
|
|
2021
Q2 | $2.19M | Buy |
46,659
+891
| +2% | +$41.9K | 1.33% | 17 |
|
|
2021
Q1 | $2.07M | Buy |
45,768
+1,383
| +3% | +$62.6K | 1.37% | 14 |
|
|
2020
Q4 | $2.13M | Buy |
44,385
+189
| +0.4% | +$9.08K | 1.53% | 10 |
|
|
2020
Q3 | $2.06M | Sell |
44,196
-42
| -0.1% | -$1.96K | 1.64% | 10 |
|
|
2020
Q2 | $1.77M | Sell |
44,238
-801
| -2% | -$32K | 1.55% | 10 |
|
|
2020
Q1 | $1.71M | Sell |
45,039
-315
| -0.7% | -$11.9K | 1.73% | 9 |
|
|
2019
Q4 | $1.8M | Sell |
45,354
-1,722
| -4% | -$68.2K | 1.6% | 9 |
|
|
2019
Q3 | $1.86M | Buy |
47,076
+762
| +2% | +$30.1K | 1.75% | 7 |
|
|
2019
Q2 | $1.71M | Sell |
46,314
-285
| -0.6% | -$10.5K | 1.83% | 6 |
|
|
2019
Q1 | $1.52M | Buy |
46,599
+1,134
| +2% | +$36.9K | 1.66% | 8 |
|
|
2018
Q4 | $1.41M | Buy |
45,465
+762
| +2% | +$23.7K | 1.8% | 9 |
|
|
2018
Q3 | $1.4M | Sell |
44,703
-1,884
| -4% | -$59K | 1.52% | 14 |
|
|
2018
Q2 | $1.33M | Buy |
46,587
+1,782
| +4% | +$50.9K | 1.55% | 14 |
|
|
2018
Q1 | $1.33M | Buy |
44,805
+651
| +1% | +$19.3K | 1.61% | 11 |
|
|
2017
Q4 | $1.45M | Buy |
+44,154
| New | +$1.45M | 1.81% | 9 |
|