Texas Capital Bank Wealth Management Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $545K | Buy |
5,569
+259
| +5% | +$25.3K | 0.05% | 129 |
|
2025
Q1 | $466K | Buy |
5,310
+171
| +3% | +$15K | 0.05% | 130 |
|
2024
Q4 | $464K | Buy |
5,139
+995
| +24% | +$89.9K | 0.05% | 114 |
|
2024
Q3 | $335K | Buy |
4,144
+150
| +4% | +$12.1K | 0.03% | 148 |
|
2024
Q2 | $270K | Buy |
+3,994
| New | +$270K | 0.03% | 162 |
|
2023
Q3 | – | Sell |
-3,819
| Closed | -$200K | – | 239 |
|
2023
Q2 | $200K | Buy |
+3,819
| New | +$200K | 0.02% | 205 |
|
2022
Q3 | – | Sell |
-27,120
| Closed | -$1.1M | – | 161 |
|
2022
Q2 | $1.1M | Buy |
27,120
+19,743
| +268% | +$800K | 0.13% | 73 |
|
2022
Q1 | $366K | Buy |
+7,377
| New | +$366K | 0.03% | 121 |
|