Vest Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8M | Buy |
611,288
+7,103
| +1% | +$695K | 0.85% | 30 |
|
|
2025
Q1 | $53M | Sell |
604,185
-100,337
| -14% | -$8.81M | 0.82% | 50 |
|
|
2024
Q4 | $63.7M | Buy |
704,522
+75
| +0% | +$6.78K | 1.13% | 6 |
|
|
2024
Q3 | $56.9M | Sell |
704,447
-51,148
| -7% | -$4.13M | 1.1% | 15 |
|
|
2024
Q2 | $51.2M | Buy |
755,595
+58,437
| +8% | +$3.96M | 1.23% | 6 |
|
|
2024
Q1 | $41.9M | Buy |
697,158
+203,994
| +41% | +$12.3M | 1.11% | 23 |
|
|
2023
Q4 | $25.9M | Buy |
493,164
+66,630
| +16% | +$3.5M | 0.97% | 65 |
|
|
2023
Q3 | $22.7M | Buy |
426,534
+184,923
| +77% | +$9.86M | 1.24% | 12 |
|
|
2023
Q2 | $12.5M | Buy |
241,611
+29,205
| +14% | +$1.52M | 1.17% | 29 |
|
|
2023
Q1 | $10.4M | Buy |
212,406
+15,732
| +8% | +$773K | 1.42% | 24 |
|
|
2022
Q4 | $9.3M | Sell |
196,674
-9,354
| -5% | -$442K | 1.45% | 46 |
|
|
2022
Q3 | $8.91M | Buy |
206,028
+25,527
| +14% | +$1.1M | 1.69% | 12 |
|
|
2022
Q2 | $7.37M | Buy |
180,501
+3,270
| +2% | +$134K | 1.34% | 60 |
|
|
2022
Q1 | $8.8M | Buy |
177,231
+39,708
| +29% | +$1.97M | 1.6% | 24 |
|
|
2021
Q4 | $6.63M | Buy |
137,523
+27,030
| +24% | +$1.3M | 1.44% | 54 |
|
|
2021
Q3 | $5.13M | Buy |
110,493
+24,009
| +28% | +$1.12M | 1.56% | 28 |
|
|
2021
Q2 | $4.07M | Buy |
86,484
+34,956
| +68% | +$1.64M | 1.54% | 29 |
|
|
2021
Q1 | $2.33M | Buy |
51,528
+6,519
| +14% | +$295K | 1.34% | 63 |
|
|
2020
Q4 | $2.16M | Buy |
+45,009
| New | +$2.16M | 1.45% | 48 |
|