Valley Brook Capital Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.65M Sell
27,080
-123
-0.5% -$12K 1.98% 12
2025
Q1
$2.39M Buy
27,203
+626
+2% +$55K 1.87% 15
2024
Q4
$2.4M Buy
26,577
+100
+0.4% +$9.04K 1.79% 13
2024
Q3
$2.14M Buy
26,477
+225
+0.9% +$18.2K 1.54% 15
2024
Q2
$1.78M Buy
26,252
+123
+0.5% +$8.33K 1.39% 17
2024
Q1
$1.57M Buy
26,129
+2,681
+11% +$161K 1.26% 23
2023
Q4
$1.23M Buy
23,448
+945
+4% +$49.7K 1.07% 28
2023
Q3
$1.2M Buy
22,503
+750
+3% +$40K 1.19% 26
2023
Q2
$1.14M Sell
21,753
-897
-4% -$47K 1.05% 31
2023
Q1
$1.11M Sell
22,650
-375
-2% -$18.4K 1.03% 29
2022
Q4
$1.09M Buy
23,025
+615
+3% +$29.1K 1.04% 31
2022
Q3
$968K Buy
22,410
+300
+1% +$13K 1.06% 32
2022
Q2
$896K Sell
22,110
-645
-3% -$26.1K 0.92% 33
2022
Q1
$1.13M Buy
22,755
+2,685
+13% +$133K 0.97% 31
2021
Q4
$967K Buy
20,070
+2,730
+16% +$132K 0.83% 33
2021
Q3
$805K Sell
17,340
-1,005
-5% -$46.7K 0.8% 38
2021
Q2
$862K Buy
18,345
+8,052
+78% +$378K 0.82% 37
2021
Q1
$469K Buy
10,293
+6,198
+151% +$282K 0.42% 55
2020
Q4
$196K Buy
+4,095
New +$196K 0.19% 102