TrueWealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
13,518
+2,147
| +19% | +$210K | 0.39% | 54 |
|
|
2025
Q1 | $998K | Sell |
11,371
-380
| -3% | -$33.4K | 0.33% | 59 |
|
|
2024
Q4 | $1.06M | Buy |
11,751
+1,371
| +13% | +$124K | 0.35% | 62 |
|
|
2024
Q3 | $838K | Buy |
10,380
+232
| +2% | +$18.7K | 0.28% | 73 |
|
|
2024
Q2 | $687K | Sell |
10,148
-334
| -3% | -$22.6K | 0.25% | 75 |
|
|
2024
Q1 | $631K | Sell |
10,482
-2,802
| -21% | -$169K | 0.24% | 77 |
|
|
2023
Q4 | $698K | Buy |
13,284
+2,073
| +18% | +$109K | 0.27% | 66 |
|
|
2023
Q3 | $598K | Buy |
11,211
+6,228
| +125% | +$332K | 0.25% | 73 |
|
|
2023
Q2 | $261K | Sell |
4,983
-174
| -3% | -$9.12K | 0.11% | 152 |
|
|
2023
Q1 | $253K | Sell |
5,157
-2,625
| -34% | -$129K | 0.11% | 152 |
|
|
2022
Q4 | $368K | Buy |
7,782
+1,635
| +27% | +$77.3K | 0.16% | 105 |
|
|
2022
Q3 | $266K | Sell |
6,147
-186
| -3% | -$8.05K | 0.13% | 127 |
|
|
2022
Q2 | $257K | Buy |
6,333
+1,713
| +37% | +$69.5K | 0.12% | 134 |
|
|
2022
Q1 | $223K | Hold |
4,620
| – | – | 0.1% | 161 |
|
|
2021
Q4 | $223K | Buy |
+4,620
| New | +$223K | 0.1% | 161 |
|