Vertex Planning Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
9,609
-26
| -0.3% | -$2.54K | 0.2% | 68 |
|
|
2025
Q1 | $846K | Sell |
9,635
-248
| -3% | -$21.8K | 0.18% | 68 |
|
|
2024
Q4 | $893K | Buy |
9,883
+146
| +1% | +$13.2K | 0.2% | 68 |
|
|
2024
Q3 | $786K | Buy |
9,737
+10
| +0.1% | +$808 | 0.19% | 60 |
|
|
2024
Q2 | $659K | Buy |
9,727
+120
| +1% | +$8.13K | 0.17% | 64 |
|
|
2024
Q1 | $578K | Sell |
9,607
-584
| -6% | -$35.1K | 0.16% | 76 |
|
|
2023
Q4 | $536K | Sell |
10,191
-1,077
| -10% | -$56.6K | 0.16% | 78 |
|
|
2023
Q3 | $601K | Buy |
11,268
+18
| +0.2% | +$960 | 0.21% | 59 |
|
|
2023
Q2 | $589K | Buy |
11,250
+183
| +2% | +$9.59K | 0.2% | 65 |
|
|
2023
Q1 | $544K | Sell |
11,067
-3,240
| -23% | -$159K | 0.2% | 60 |
|
|
2022
Q4 | $676K | Buy |
+14,307
| New | +$676K | 0.26% | 53 |
|