Tyler-Stone 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 | $866K | Buy |
8,861
+429
| +5% | +$41.9K | 0.14% | 138 |
|
2025
Q1 | $740K | Buy |
8,432
+2,683
| +47% | +$236K | 0.13% | 141 |
|
2024
Q4 | $519K | Buy |
5,749
+136
| +2% | +$12.3K | 0.09% | 191 |
|
2024
Q3 | $453K | Buy |
5,613
+4,103
| +272% | +$331K | 0.09% | 196 |
|
2024
Q2 | $102K | Sell |
1,510
-1,936
| -56% | -$131K | 0.04% | 279 |
|
2024
Q1 | $207K | Sell |
3,446
-82
| -2% | -$4.93K | 0.09% | 189 |
|
2023
Q4 | $185K | Buy |
3,528
+84
| +2% | +$4.41K | 0.09% | 184 |
|
2023
Q3 | $184K | Hold |
3,444
| – | – | 0.1% | 165 |
|
2023
Q2 | $180K | Buy |
+3,444
| New | +$180K | 0.1% | 169 |
|
2022
Q4 | $163K | Hold |
3,444
| – | – | 0.11% | 166 |
|
2022
Q3 | $149K | Buy |
3,444
+270
| +9% | +$11.7K | 0.11% | 161 |
|
2022
Q2 | $129K | Buy |
3,174
+3
| +0.1% | +$122 | 0.09% | 202 |
|
2022
Q1 | $157K | Buy |
3,171
+60
| +2% | +$2.97K | 0.09% | 203 |
|
2021
Q4 | $150K | Buy |
+3,111
| New | +$150K | 0.08% | 216 |
|