The Family Firm’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,218
| Closed | -$282K | – | 204 |
|
|
2025
Q1 | $282K | Buy |
3,218
+4
| +0.1% | +$351 | 0.06% | 173 |
|
|
2024
Q4 | $290K | Sell |
3,214
-504
| -14% | -$45.5K | 0.06% | 170 |
|
|
2024
Q3 | $300K | Sell |
3,718
-244
| -6% | -$19.7K | 0.07% | 167 |
|
|
2024
Q2 | $268K | Buy |
3,962
+15
| +0.4% | +$1.02K | 0.06% | 168 |
|
|
2024
Q1 | $238K | Buy |
3,947
+8
| +0.2% | +$481 | 0.06% | 178 |
|
|
2023
Q4 | $207K | Hold |
3,939
| – | – | 0.05% | 184 |
|
|
2023
Q3 | $210K | Buy |
3,939
+6
| +0.2% | +$320 | 0.06% | 170 |
|
|
2023
Q2 | $206K | Buy |
+3,933
| New | +$206K | 0.05% | 180 |
|