US Asset Management LLC’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Sell
6,625
-45
-0.7% -$4.4K 0.56% 48
2025
Q1
$586K Hold
6,670
0.56% 49
2024
Q4
$603K Sell
6,670
-48
-0.7% -$4.34K 0.54% 50
2024
Q3
$574K Sell
6,718
-193
-3% -$16.5K 0.51% 59
2024
Q2
$468K Sell
6,911
-260
-4% -$17.6K 0.42% 68
2024
Q1
$431K Sell
7,171
-197
-3% -$11.8K 0.39% 80
2023
Q4
$387K Buy
+7,368
New +$387K 0.38% 83
2023
Q2
$378K Sell
7,224
-663
-8% -$34.7K 0.4% 83
2023
Q1
$388K Sell
7,887
-57
-0.7% -$2.8K 0.4% 82
2022
Q4
$375K Buy
+7,944
New +$375K 0.4% 81
2022
Q2
$324K Buy
7,983
+69
+0.9% +$2.8K 0.36% 90
2022
Q1
$393K Buy
7,914
+105
+1% +$5.21K 0.36% 87
2021
Q4
$377K Hold
7,809
0.36% 87
2021
Q3
$363K Buy
+7,809
New +$363K 0.35% 88