Towerpoint Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
18,885
+298
| +2% | +$29.1K | 0.82% | 26 |
|
|
2025
Q1 | $1.63M | Sell |
18,587
-541
| -3% | -$47.5K | 0.81% | 25 |
|
|
2024
Q4 | $1.73M | Hold |
19,128
| – | – | 0.85% | 24 |
|
|
2024
Q3 | $1.54M | Buy |
19,128
+8
| +0% | +$646 | 0.73% | 26 |
|
|
2024
Q2 | $1.29M | Sell |
19,120
-644
| -3% | -$43.6K | 0.65% | 28 |
|
|
2024
Q1 | $1.19M | Buy |
19,764
+12
| +0.1% | +$722 | 0.6% | 29 |
|
|
2023
Q4 | $1.04M | Hold |
19,752
| – | – | 0.57% | 30 |
|
|
2023
Q3 | $1.05M | Sell |
19,752
-588
| -3% | -$31.3K | 0.63% | 29 |
|
|
2023
Q2 | $1.07M | Buy |
20,340
+264
| +1% | +$13.8K | 0.6% | 31 |
|
|
2023
Q1 | $987K | Buy |
20,076
+567
| +3% | +$27.9K | 0.56% | 32 |
|
|
2022
Q4 | $922K | Sell |
19,509
-945
| -5% | -$44.7K | 0.53% | 34 |
|
|
2022
Q3 | $884K | Buy |
20,454
+12
| +0.1% | +$519 | 0.53% | 35 |
|
|
2022
Q2 | $828K | Sell |
20,442
-348
| -2% | -$14.1K | 0.49% | 40 |
|
|
2022
Q1 | $1.03M | Buy |
20,790
+72
| +0.3% | +$3.57K | 0.51% | 38 |
|
|
2021
Q4 | $999K | Hold |
20,718
| – | – | 0.47% | 36 |
|
|
2021
Q3 | $963K | Buy |
20,718
+876
| +4% | +$40.7K | 0.48% | 34 |
|
|
2021
Q2 | $933K | Buy |
19,842
+105
| +0.5% | +$4.94K | 0.46% | 34 |
|
|
2021
Q1 | $894K | Buy |
19,737
+12,000
| +155% | +$544K | 0.43% | 34 |
|
|
2020
Q4 | $372K | Buy |
7,737
+2,949
| +62% | +$142K | 0.19% | 51 |
|
|
2020
Q3 | $223K | Buy |
+4,788
| New | +$223K | 0.12% | 58 |
|