Tacita 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 | $151K | Buy |
1,545
+945
| +158% | +$92.4K | 0.1% | 89 |
|
|
2025
Q1 | $52.7K | Hold |
600
| – | – | 0.04% | 124 |
|
|
2024
Q4 | $54.2K | Hold |
600
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $48.5K | Hold |
600
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $40.6K | Hold |
600
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $36.1K | Hold |
600
| – | – | 0.03% | 162 |
|
|
2023
Q4 | $31.5K | Hold |
600
| – | – | 0.02% | 164 |
|
|
2023
Q3 | $32K | Hold |
600
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $31K | Hold |
600
| – | – | 0.02% | 155 |
|
|
2023
Q1 | $29K | Hold |
600
| – | – | 0.02% | 152 |
|
|
2022
Q4 | $28K | Hold |
600
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $26K | Hold |
600
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $24K | Hold |
600
| – | – | 0.02% | 165 |
|
|
2022
Q1 | $30K | Buy |
600
+300
| +100% | +$15K | 0.02% | 166 |
|
|
2021
Q4 | $14K | Hold |
300
| – | – | 0.01% | 177 |
|
|
2021
Q3 | $14K | Sell |
300
-600
| -67% | -$28K | 0.01% | 170 |
|
|
2021
Q2 | $42K | Sell |
900
-1,254
| -58% | -$58.5K | 0.03% | 156 |
|
|
2021
Q1 | $98K | Hold |
2,154
| – | – | 0.06% | 111 |
|
|
2020
Q4 | $103K | Buy |
+2,154
| New | +$103K | 0.07% | 104 |
|