Vance Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
4,429
+146
| +3% | +$14.3K | 0.15% | 73 |
|
|
2025
Q1 | $376K | Buy |
4,283
+235
| +6% | +$20.6K | 0.14% | 76 |
|
|
2024
Q4 | $366K | Sell |
4,048
-714
| -15% | -$64.5K | 0.14% | 69 |
|
|
2024
Q3 | $385K | Buy |
4,762
+176
| +4% | +$14.2K | 0.15% | 68 |
|
|
2024
Q2 | $311K | Sell |
4,586
-64
| -1% | -$4.33K | 0.13% | 71 |
|
|
2024
Q1 | $280K | Buy |
4,650
+552
| +13% | +$33.2K | 0.11% | 77 |
|
|
2023
Q4 | $215K | Buy |
4,098
+18
| +0.4% | +$946 | 0.09% | 77 |
|
|
2023
Q3 | $218K | Hold |
4,080
| – | – | 0.1% | 76 |
|
|
2023
Q2 | $214K | Hold |
4,080
| – | – | 0.1% | 76 |
|
|
2023
Q1 | $201K | Buy |
+4,080
| New | +$201K | 0.11% | 70 |
|
|
2022
Q2 | – | Sell |
-4,098
| Closed | -$203K | – | 68 |
|
|
2022
Q1 | $203K | Buy |
+4,098
| New | +$203K | 0.26% | 55 |
|