TLW 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 | $15.8M | Buy |
161,904
+445
| +0.3% | +$43.5K | 8.82% | 5 |
|
|
2025
Q1 | $14.2M | Buy |
161,459
+2,082
| +1% | +$183K | 8.51% | 4 |
|
|
2024
Q4 | $14.4M | Buy |
159,377
+492
| +0.3% | +$44.5K | 8.58% | 4 |
|
|
2024
Q3 | $12.8M | Sell |
158,885
-197
| -0.1% | -$15.9K | 7.62% | 7 |
|
|
2024
Q2 | $10.8M | Sell |
159,082
-2,772
| -2% | -$188K | 6.71% | 9 |
|
|
2024
Q1 | $9.74M | Sell |
161,854
-248
| -0.2% | -$14.9K | 6.2% | 9 |
|
|
2023
Q4 | $8.52M | Buy |
162,102
+10,179
| +7% | +$535K | 6.07% | 9 |
|
|
2023
Q3 | $8.1M | Sell |
151,923
-123
| -0.1% | -$6.56K | 6.15% | 8 |
|
|
2023
Q2 | $7.97M | Sell |
152,046
-1,017
| -0.7% | -$53.3K | 5.74% | 8 |
|
|
2023
Q1 | $7.52M | Sell |
153,063
-1,176
| -0.8% | -$57.8K | 5.68% | 8 |
|
|
2022
Q4 | $7.29M | Sell |
154,239
-7,836
| -5% | -$370K | 5.9% | 8 |
|
|
2022
Q3 | $7.01M | Sell |
162,075
-23,880
| -13% | -$1.03M | 6.11% | 9 |
|
|
2022
Q2 | $7.54M | Sell |
185,955
-7,314
| -4% | -$296K | 5.88% | 9 |
|
|
2022
Q1 | $9.59M | Sell |
193,269
-921
| -0.5% | -$45.7K | 5.62% | 11 |
|
|
2021
Q4 | $9.37M | Buy |
194,190
+20,760
| +12% | +$1M | 4.99% | 13 |
|
|
2021
Q3 | $8.06M | Buy |
173,430
+5,787
| +3% | +$269K | 4.4% | 14 |
|
|
2021
Q2 | $7.88M | Buy |
167,643
+480
| +0.3% | +$22.6K | 4.38% | 14 |
|
|
2021
Q1 | $7.57M | Buy |
167,163
+22,932
| +16% | +$1.04M | 4.6% | 12 |
|
|
2020
Q4 | $6.93M | Buy |
144,231
+1,272
| +0.9% | +$61.1K | 4.47% | 12 |
|
|
2020
Q3 | $6.67M | Buy |
142,959
+186
| +0.1% | +$8.67K | 4.96% | 11 |
|
|
2020
Q2 | $5.7M | Buy |
142,773
+54,519
| +62% | +$2.18M | 4.92% | 11 |
|
|
2020
Q1 | $3.34M | Buy |
88,254
+627
| +0.7% | +$23.7K | 3.66% | 15 |
|
|
2019
Q4 | $3.47M | Buy |
87,627
+21,666
| +33% | +$858K | 3.02% | 18 |
|
|
2019
Q3 | $2.61M | Buy |
65,961
+1,392
| +2% | +$55.1K | 2.45% | 21 |
|
|
2019
Q2 | $2.38M | Buy |
+64,569
| New | +$2.38M | 2.32% | 22 |
|