WealthPlan Investment 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 | $19.3M | Buy |
197,518
+22,789
| +13% | +$2.23M | 1.41% | 15 |
|
|
2025
Q1 | $15.3M | Sell |
174,729
-15,524
| -8% | -$1.36M | 1.51% | 11 |
|
|
2024
Q4 | $17.2M | Sell |
190,253
-18,684
| -9% | -$1.69M | 1.7% | 9 |
|
|
2024
Q3 | $16.9M | Buy |
208,937
+22,961
| +12% | +$1.85M | 1.71% | 8 |
|
|
2024
Q2 | $12.6M | Buy |
185,976
+5,174
| +3% | +$350K | 1.91% | 7 |
|
|
2024
Q1 | $10.9M | Buy |
180,802
+44,239
| +32% | +$2.66M | 1.66% | 15 |
|
|
2023
Q4 | $7.18M | Buy |
136,563
+3,522
| +3% | +$185K | 1.15% | 34 |
|
|
2023
Q3 | $7.09M | Buy |
133,041
+109,404
| +463% | +$5.83M | 1.25% | 32 |
|
|
2023
Q2 | $1.24M | Buy |
23,637
+22,467
| +1,920% | +$1.18M | 0.37% | 70 |
|
|
2023
Q1 | $57.5K | Sell |
1,170
-27,972
| -96% | -$1.37M | 0.01% | 240 |
|
|
2022
Q4 | $1.42M | Buy |
29,142
+987
| +4% | +$48K | 0.1% | 147 |
|
|
2022
Q3 | $1.4M | Buy |
+28,155
| New | +$1.4M | 0.1% | 139 |
|
|
2022
Q1 | $1.24M | Buy |
+24,402
| New | +$1.24M | 0.09% | 152 |
|