TWP
Tempus Wealth Planning’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
25,045
+84
| +0.3% | +$8.21K | 0.61% | 42 |
|
|
2025
Q1 | $2.19M | Buy |
24,961
+472
| +2% | +$41.4K | 0.65% | 42 |
|
|
2024
Q4 | $2.21M | Buy |
24,489
+428
| +2% | +$38.7K | 0.68% | 39 |
|
|
2024
Q3 | $1.94M | Buy |
24,061
+233
| +1% | +$18.8K | 0.71% | 36 |
|
|
2024
Q2 | $1.61M | Buy |
23,828
+895
| +4% | +$60.6K | 0.67% | 36 |
|
|
2024
Q1 | $1.38M | Buy |
22,933
+15,394
| +204% | +$926K | 0.61% | 41 |
|
|
2023
Q4 | $1.19M | Buy |
7,539
+11
| +0.1% | +$1.73K | 0.52% | 59 |
|
|
2023
Q3 | $1.2M | Buy |
7,528
+31
| +0.4% | +$4.96K | 0.6% | 38 |
|
|
2023
Q2 | $1.18M | Buy |
7,497
+268
| +4% | +$42.1K | 0.53% | 53 |
|
|
2023
Q1 | $1.07M | Sell |
7,229
-12
| -0.2% | -$1.77K | 0.52% | 51 |
|
|
2022
Q4 | $1.03M | Buy |
7,241
+28
| +0.4% | +$3.97K | 0.62% | 46 |
|
|
2022
Q3 | $936K | Buy |
7,213
+321
| +5% | +$41.7K | 0.62% | 44 |
|
|
2022
Q2 | $838K | Hold |
6,892
| – | – | 0.69% | 42 |
|
|
2022
Q1 | $1.03M | Sell |
6,892
-1,150
| -14% | -$171K | 0.73% | 39 |
|
|
2021
Q4 | $1.16M | Buy |
8,042
+915
| +13% | +$132K | 0.63% | 42 |
|
|
2021
Q3 | $993K | Buy |
7,127
+485
| +7% | +$67.6K | 0.56% | 51 |
|
|
2021
Q2 | $937K | Buy |
+6,642
| New | +$937K | 0.62% | 47 |
|
|
2021
Q1 | – | Sell |
-1,548
| Closed | -$223K | – | 99 |
|
|
2020
Q4 | $223K | Hold |
1,548
| – | – | 0.29% | 68 |
|
|
2020
Q3 | $217K | Buy |
+1,548
| New | +$217K | 0.31% | 66 |
|