Waterfront 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 | $1.37M | Sell |
13,991
-5
| -0% | -$489 | 0.31% | 99 |
|
|
2025
Q1 | $1.23M | Sell |
13,996
-97
| -0.7% | -$8.52K | 0.3% | 103 |
|
|
2024
Q4 | $1.27M | Buy |
14,093
+75
| +0.5% | +$6.78K | 0.31% | 93 |
|
|
2024
Q3 | $1.16M | Buy |
14,018
+954
| +7% | +$78.8K | 0.28% | 106 |
|
|
2024
Q2 | $885K | Buy |
13,064
+14
| +0.1% | +$948 | 0.24% | 132 |
|
|
2024
Q1 | $787K | Buy |
13,050
+468
| +4% | +$28.2K | 0.22% | 142 |
|
|
2023
Q4 | $661K | Hold |
12,582
| – | – | 0.19% | 147 |
|
|
2023
Q3 | $675K | Sell |
12,582
-258
| -2% | -$13.8K | 0.22% | 134 |
|
|
2023
Q2 | $680K | Sell |
12,840
-2,391
| -16% | -$127K | 0.2% | 140 |
|
|
2023
Q1 | $749K | Sell |
15,231
-3,786
| -20% | -$186K | 0.24% | 126 |
|
|
2022
Q4 | $908K | Buy |
19,017
+4,110
| +28% | +$196K | 0.31% | 96 |
|
|
2022
Q3 | $700K | Sell |
14,907
-7,932
| -35% | -$372K | 0.27% | 111 |
|
|
2022
Q2 | $926K | Buy |
22,839
+6,093
| +36% | +$247K | 0.37% | 75 |
|
|
2022
Q1 | $875K | Sell |
16,746
-72
| -0.4% | -$3.76K | 0.31% | 86 |
|
|
2021
Q4 | $811K | Buy |
16,818
+45
| +0.3% | +$2.17K | 0.32% | 83 |
|
|
2021
Q3 | $779K | Sell |
16,773
-705
| -4% | -$32.7K | 0.38% | 70 |
|
|
2021
Q2 | $822K | Buy |
17,478
+303
| +2% | +$14.3K | 0.39% | 69 |
|
|
2021
Q1 | $776K | Buy |
17,175
+15
| +0.1% | +$678 | 0.39% | 71 |
|
|
2020
Q4 | $825K | Buy |
+17,160
| New | +$825K | 0.58% | 43 |
|