Wealth Effects’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
11,240
-411
| -4% | -$40.2K | 0.41% | 53 |
|
|
2025
Q1 | $1.02M | Sell |
11,651
-1,338
| -10% | -$117K | 0.43% | 51 |
|
|
2024
Q4 | $1.17M | Sell |
12,989
-1,004
| -7% | -$90.7K | 0.42% | 48 |
|
|
2024
Q3 | $1.13M | Sell |
13,993
-760
| -5% | -$61.4K | 0.4% | 54 |
|
|
2024
Q2 | $999K | Buy |
14,753
+590
| +4% | +$39.9K | 0.36% | 56 |
|
|
2024
Q1 | $852K | Sell |
14,163
-843
| -6% | -$50.7K | 0.31% | 68 |
|
|
2023
Q4 | $789K | Buy |
15,006
+900
| +6% | +$47.3K | 0.3% | 75 |
|
|
2023
Q3 | $752K | Sell |
14,106
-225
| -2% | -$12K | 0.37% | 60 |
|
|
2023
Q2 | $751K | Sell |
14,331
-297
| -2% | -$15.6K | 0.33% | 68 |
|
|
2023
Q1 | $719K | Sell |
14,628
-1,128
| -7% | -$55.4K | 0.37% | 63 |
|
|
2022
Q4 | $745K | Sell |
15,756
-150
| -0.9% | -$7.09K | 0.43% | 55 |
|
|
2022
Q3 | $688K | Buy |
15,906
+135
| +0.9% | +$5.84K | 0.42% | 56 |
|
|
2022
Q2 | $639K | Buy |
15,771
+960
| +6% | +$38.9K | 0.38% | 63 |
|
|
2022
Q1 | $735K | Buy |
14,811
+588
| +4% | +$29.2K | 0.34% | 65 |
|
|
2021
Q4 | $686K | Buy |
+14,223
| New | +$686K | 0.28% | 72 |
|