Waterway 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 | $1.82M | Buy |
18,623
+5,544
| +42% | +$542K | 0.55% | 20 |
|
|
2025
Q1 | $1.15M | Buy |
13,079
+95
| +0.7% | +$8.34K | 0.48% | 23 |
|
|
2024
Q4 | $1.17M | Buy |
12,984
+2,152
| +20% | +$194K | 0.52% | 21 |
|
|
2024
Q3 | $875K | Buy |
10,832
+608
| +6% | +$49.1K | 0.38% | 28 |
|
|
2024
Q2 | $692K | Buy |
10,224
+590
| +6% | +$39.9K | 0.34% | 30 |
|
|
2024
Q1 | $580K | Sell |
9,634
-146
| -1% | -$8.79K | 0.25% | 31 |
|
|
2023
Q4 | $514K | Buy |
+9,780
| New | +$514K | 0.21% | 34 |
|