Waypoint Wealth Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
6,489
+930
| +17% | +$90.9K | 0.31% | 52 |
|
|
2025
Q1 | $488K | Sell |
5,559
-34
| -0.6% | -$2.99K | 0.31% | 55 |
|
|
2024
Q4 | $505K | Buy |
5,593
+400
| +8% | +$36.1K | 0.33% | 50 |
|
|
2024
Q3 | $419K | Buy |
5,193
+425
| +9% | +$34.3K | 0.28% | 56 |
|
|
2024
Q2 | $323K | Buy |
4,768
+53
| +1% | +$3.59K | 0.25% | 59 |
|
|
2024
Q1 | $284K | Buy |
4,715
+74
| +2% | +$4.45K | 0.22% | 76 |
|
|
2023
Q4 | $244K | Buy |
4,641
+126
| +3% | +$6.62K | 0.21% | 80 |
|
|
2023
Q3 | $241K | Buy |
4,515
+12
| +0.3% | +$640 | 0.23% | 76 |
|
|
2023
Q2 | $236K | Buy |
4,503
+225
| +5% | +$11.8K | 0.21% | 76 |
|
|
2023
Q1 | $210K | Buy |
+4,278
| New | +$210K | 0.16% | 85 |
|