Wagner Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
6,622
+2,418
| +58% | +$236K | 0.15% | 70 |
|
|
2025
Q1 | $369K | Buy |
4,204
+9
| +0.2% | +$790 | 0.09% | 76 |
|
|
2024
Q4 | $379K | Hold |
4,195
| – | – | 0.1% | 78 |
|
|
2024
Q3 | $339K | Sell |
4,195
-421
| -9% | -$34K | 0.09% | 79 |
|
|
2024
Q2 | $313K | Buy |
4,616
+203
| +5% | +$13.7K | 0.09% | 98 |
|
|
2024
Q1 | $266K | Buy |
4,413
+225
| +5% | +$13.5K | 0.08% | 107 |
|
|
2023
Q4 | $220K | Hold |
4,188
| – | – | 0.07% | 118 |
|
|
2023
Q3 | $223K | Buy |
4,188
+6
| +0.1% | +$320 | 0.08% | 104 |
|
|
2023
Q2 | $219K | Sell |
4,182
-189
| -4% | -$9.91K | 0.08% | 102 |
|
|
2023
Q1 | $215K | Sell |
4,371
-402
| -8% | -$19.8K | 0.1% | 109 |
|
|
2022
Q4 | $226K | Sell |
4,773
-450
| -9% | -$21.3K | 0.14% | 104 |
|
|
2022
Q3 | $226K | Sell |
5,223
-939
| -15% | -$40.6K | 0.17% | 97 |
|
|
2022
Q2 | $250K | Buy |
6,162
+1,359
| +28% | +$55.1K | 0.2% | 87 |
|
|
2022
Q1 | $238K | Buy |
4,803
+270
| +6% | +$13.4K | 0.17% | 112 |
|
|
2021
Q4 | $219K | Sell |
4,533
-378
| -8% | -$18.3K | 0.17% | 115 |
|
|
2021
Q3 | $245K | Buy |
4,911
+303
| +7% | +$15.1K | 0.2% | 108 |
|
|
2021
Q2 | $217K | Buy |
4,608
+75
| +2% | +$3.53K | 0.16% | 118 |
|
|
2021
Q1 | $205K | Buy |
4,533
+78
| +2% | +$3.53K | 0.16% | 111 |
|
|
2020
Q4 | $214K | Buy |
+4,455
| New | +$214K | 0.2% | 92 |
|
|
2018
Q3 | $163K | Buy |
5,199
+15
| +0.3% | +$470 | 0.11% | 143 |
|
|
2018
Q2 | $148K | Buy |
5,184
+1,236
| +31% | +$35.3K | 0.11% | 141 |
|
|
2018
Q1 | $117K | Hold |
3,948
| – | – | 0.09% | 157 |
|
|
2017
Q4 | $132K | Buy |
+3,948
| New | +$132K | 0.1% | 144 |
|