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 |
|