Wealth Management Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
16,002
+132
| +0.8% | +$13.1K | 0.56% | 39 |
|
|
2025
Q1 | $1.39M | Buy |
15,870
+364
| +2% | +$32K | 0.65% | 36 |
|
|
2024
Q4 | $1.4M | Buy |
15,506
+846
| +6% | +$76.4K | 0.6% | 37 |
|
|
2024
Q3 | $1.18M | Hold |
14,660
| – | – | 0.55% | 38 |
|
|
2024
Q2 | $993K | Buy |
14,660
+684
| +5% | +$46.3K | 0.48% | 46 |
|
|
2024
Q1 | $841K | Buy |
13,976
+593
| +4% | +$35.7K | 0.43% | 49 |
|
|
2023
Q4 | $703K | Buy |
13,383
+57
| +0.4% | +$3K | 0.39% | 53 |
|
|
2023
Q3 | $710K | Buy |
13,326
+1,836
| +16% | +$97.9K | 0.44% | 50 |
|
|
2023
Q2 | $602K | Buy |
11,490
+1,917
| +20% | +$100K | 0.38% | 54 |
|
|
2023
Q1 | $470K | Buy |
9,573
+573
| +6% | +$28.2K | 0.33% | 64 |
|
|
2022
Q4 | $418K | Hold |
9,000
| – | – | 0.35% | 64 |
|
|
2022
Q3 | $343K | Buy |
9,000
+3,000
| +50% | +$114K | 0.3% | 64 |
|
|
2022
Q2 | $290K | Hold |
6,000
| – | – | 0.25% | 75 |
|
|
2022
Q1 | $331K | Hold |
6,000
| – | – | 0.24% | 79 |
|
|
2021
Q4 | $321K | Sell |
6,000
-804
| -12% | -$43K | 0.22% | 86 |
|
|
2021
Q3 | $316K | Sell |
6,804
-408
| -6% | -$18.9K | 0.23% | 84 |
|
|
2021
Q2 | $339K | Hold |
7,212
| – | – | 0.24% | 86 |
|
|
2021
Q1 | $336K | Buy |
7,212
+300
| +4% | +$14K | 0.25% | 83 |
|
|
2020
Q4 | $340K | Buy |
+6,912
| New | +$340K | 0.27% | 85 |
|