USA Financial Formulas’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
1,563
-10,658
| -87% | -$1.04M | 0.03% | 159 |
|
|
2025
Q1 | $1.07M | Sell |
12,221
-1,621
| -12% | -$142K | 0.18% | 48 |
|
|
2024
Q4 | $1.25M | Sell |
13,842
-913
| -6% | -$82.5K | 0.2% | 30 |
|
|
2024
Q3 | $1.19M | Buy |
14,755
+2,276
| +18% | +$184K | 0.19% | 50 |
|
|
2024
Q2 | $845K | Buy |
12,479
+6,164
| +98% | +$417K | 0.14% | 82 |
|
|
2024
Q1 | $380K | Sell |
6,315
-6,609
| -51% | -$398K | 0.06% | 114 |
|
|
2023
Q4 | $679K | Buy |
12,924
+12,831
| +13,797% | +$674K | 0.12% | 77 |
|
|
2023
Q3 | $4.96K | Hold |
93
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $4.87K | Hold |
93
| – | – | 0.01% | 216 |
|
|
2023
Q1 | $4.57K | Buy |
+93
| New | +$4.57K | 0.01% | 166 |
|
|
2022
Q1 | – | Sell |
-42
| Closed | -$2K | – | 500 |
|
|
2021
Q4 | $2K | Sell |
42
-30
| -42% | -$1.43K | ﹤0.01% | 279 |
|
|
2021
Q3 | $3K | Sell |
72
-84
| -54% | -$3.5K | ﹤0.01% | 301 |
|
|
2021
Q2 | $7K | Buy |
156
+6
| +4% | +$269 | 0.01% | 250 |
|
|
2021
Q1 | $7K | Sell |
150
-57,690
| -100% | -$2.69M | 0.01% | 230 |
|
|
2020
Q4 | $2.78M | Buy |
57,840
+57,813
| +214,122% | +$2.78M | 2.2% | 4 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 307 |
|
|
2020
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 216 |
|
|
2020
Q1 | – | Sell |
-123,618
| Closed | -$4.9M | – | 321 |
|
|
2019
Q4 | $4.9M | Sell |
123,618
-21,399
| -15% | -$848K | 2.03% | 9 |
|
|
2019
Q3 | $5.74M | Buy |
+145,017
| New | +$5.74M | 2.23% | 4 |
|
|
2018
Q3 | – | Sell |
-110,484
| Closed | -$3.28M | – | 421 |
|
|
2018
Q2 | $3.28M | Sell |
110,484
-285
| -0.3% | -$8.45K | 0.8% | 54 |
|
|
2018
Q1 | $3.29M | Buy |
110,769
+34,593
| +45% | +$1.03M | 0.79% | 54 |
|
|
2017
Q4 | $2.51M | Sell |
76,176
-79,566
| -51% | -$2.62M | 0.6% | 71 |
|
|
2017
Q3 | $4.06M | Buy |
155,742
+43,986
| +39% | +$1.15M | 0.97% | 27 |
|
|
2017
Q2 | $2.82M | Buy |
+111,756
| New | +$2.82M | 0.68% | 67 |
|