Teamwork Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
6,902
+794
| +13% | +$77.6K | 0.08% | 98 |
|
|
2025
Q1 | $536K | Sell |
6,108
-767
| -11% | -$67.3K | 0.07% | 102 |
|
|
2024
Q4 | $621K | Sell |
6,875
-1,067
| -13% | -$96.4K | 0.08% | 97 |
|
|
2024
Q3 | $641K | Buy |
7,942
+59
| +0.7% | +$4.76K | 0.09% | 91 |
|
|
2024
Q2 | $534K | Buy |
7,883
+270
| +4% | +$18.3K | 0.08% | 85 |
|
|
2024
Q1 | $458K | Sell |
7,613
-1,072
| -12% | -$64.5K | 0.07% | 113 |
|
|
2023
Q4 | $456K | Sell |
8,685
-252
| -3% | -$13.2K | 0.08% | 104 |
|
|
2023
Q3 | $476K | Buy |
8,937
+759
| +9% | +$40.5K | 0.08% | 133 |
|
|
2023
Q2 | $428K | Sell |
8,178
-294
| -3% | -$15.4K | 0.07% | 135 |
|
|
2023
Q1 | $416K | Buy |
8,472
+51
| +0.6% | +$2.51K | 0.08% | 134 |
|
|
2022
Q4 | $398K | Sell |
8,421
-366
| -4% | -$17.3K | 0.08% | 141 |
|
|
2022
Q3 | $380K | Sell |
8,787
-489
| -5% | -$21.1K | 0.08% | 143 |
|
|
2022
Q2 | $376K | Sell |
9,276
-1,434
| -13% | -$58.1K | 0.08% | 157 |
|
|
2022
Q1 | $532K | Sell |
10,710
-3,063
| -22% | -$152K | 0.1% | 169 |
|
|
2021
Q4 | $664K | Buy |
13,773
+1,365
| +11% | +$65.8K | 0.12% | 159 |
|
|
2021
Q3 | $576K | Buy |
12,408
+309
| +3% | +$14.3K | 0.11% | 143 |
|
|
2021
Q2 | $569K | Buy |
+12,099
| New | +$569K | 0.12% | 141 |
|
|
2021
Q1 | – | Sell |
-5,307
| Closed | -$255K | – | 253 |
|
|
2020
Q4 | $255K | Buy |
+5,307
| New | +$255K | 0.06% | 176 |
|