Thrive Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
6,363
+304
| +5% | +$29.7K | 0.1% | 107 |
|
|
2025
Q1 | $532K | Sell |
6,059
-582
| -9% | -$51.1K | 0.1% | 110 |
|
|
2024
Q4 | $600K | Sell |
6,641
-155
| -2% | -$14K | 0.11% | 103 |
|
|
2024
Q3 | $549K | Sell |
6,796
-180
| -3% | -$14.5K | 0.1% | 105 |
|
|
2024
Q2 | $472K | Sell |
6,976
-15
| -0.2% | -$1.02K | 0.09% | 110 |
|
|
2024
Q1 | $421K | Buy |
6,991
+1,162
| +20% | +$69.9K | 0.09% | 124 |
|
|
2023
Q4 | $306K | Sell |
5,829
-264
| -4% | -$13.9K | 0.07% | 144 |
|
|
2023
Q3 | $325K | Buy |
6,093
+369
| +6% | +$19.7K | 0.09% | 122 |
|
|
2023
Q2 | $300K | Buy |
5,724
+318
| +6% | +$16.7K | 0.08% | 134 |
|
|
2023
Q1 | $266K | Buy |
5,406
+945
| +21% | +$46.4K | 0.07% | 138 |
|
|
2022
Q4 | $211K | Buy |
+4,461
| New | +$211K | 0.06% | 148 |
|