Swan Capital’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
2,200
+976
| +80% | +$95.4K | 0.09% | 39 |
|
|
2025
Q1 | $107K | Sell |
1,224
-160
| -12% | -$14K | 0.05% | 47 |
|
|
2024
Q4 | $125K | Buy |
1,384
+802
| +138% | +$72.5K | 0.06% | 41 |
|
|
2024
Q3 | $47K | Hold |
582
| – | – | 0.02% | 74 |
|
|
2024
Q2 | $39.4K | Buy |
+582
| New | +$39.4K | 0.02% | 75 |
|