WealthPLAN 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 | $6.85M | Sell |
70,101
-22,880
| -25% | -$2.24M | 1.1% | 19 |
|
|
2025
Q1 | $8.16M | Sell |
92,981
-1,125
| -1% | -$98.8K | 1.15% | 19 |
|
|
2024
Q4 | $8.5M | Sell |
94,106
-451
| -0.5% | -$40.7K | 1.21% | 20 |
|
|
2024
Q3 | $7.64M | Sell |
94,557
-27,381
| -22% | -$2.21M | 1.03% | 22 |
|
|
2024
Q2 | $8.26M | Buy |
121,938
+4,105
| +3% | +$278K | 0.89% | 27 |
|
|
2024
Q1 | $7.09M | Sell |
117,833
-14,257
| -11% | -$858K | 0.73% | 37 |
|
|
2023
Q4 | $6.94M | Sell |
132,090
-4,743
| -3% | -$249K | 0.71% | 43 |
|
|
2023
Q3 | $7.29M | Buy |
136,833
+110,190
| +414% | +$5.87M | 0.85% | 33 |
|
|
2023
Q2 | $1.4M | Sell |
26,643
-1,869
| -7% | -$97.9K | 0.2% | 115 |
|
|
2023
Q1 | $1.4M | Sell |
28,512
-630
| -2% | -$31K | 0.16% | 126 |
|
|
2022
Q4 | $1.41M | Buy |
+29,142
| New | +$1.41M | 0.1% | 149 |
|
|
2022
Q1 | $1.24M | Sell |
24,402
-3,930
| -14% | -$200K | 0.09% | 152 |
|
|
2021
Q4 | $1.32M | Sell |
28,332
-555
| -2% | -$25.9K | 0.09% | 150 |
|
|
2021
Q3 | $1.33M | Sell |
28,887
-978
| -3% | -$45.2K | 0.09% | 144 |
|
|
2021
Q2 | $1.49M | Sell |
29,865
-3,888
| -12% | -$194K | 0.11% | 124 |
|
|
2021
Q1 | $1.58M | Sell |
33,753
-8,340
| -20% | -$391K | 0.12% | 116 |
|
|
2020
Q4 | $2M | Sell |
42,093
-1,158
| -3% | -$55K | 0.17% | 96 |
|
|
2020
Q3 | $2.14M | Sell |
43,251
-11,895
| -22% | -$588K | 0.21% | 92 |
|
|
2020
Q2 | $2.42M | Buy |
55,146
+918
| +2% | +$40.3K | 0.25% | 81 |
|
|
2020
Q1 | $2.23M | Buy |
54,228
+21,693
| +67% | +$892K | 0.29% | 79 |
|
|
2019
Q4 | $1.26M | Sell |
32,535
-1,593
| -5% | -$61.5K | 0.15% | 95 |
|
|
2019
Q3 | $1.38M | Sell |
34,128
-5,340
| -14% | -$215K | 0.19% | 95 |
|
|
2019
Q2 | $1.41M | Sell |
39,468
-102,543
| -72% | -$3.67M | 0.21% | 90 |
|
|
2019
Q1 | $4.73M | Buy |
142,011
+13,137
| +10% | +$437K | 0.74% | 43 |
|
|
2018
Q4 | $4.3M | Buy |
128,874
+9,492
| +8% | +$316K | 0.69% | 43 |
|
|
2018
Q3 | $3.75M | Buy |
119,382
+5,538
| +5% | +$174K | 0.68% | 41 |
|
|
2018
Q2 | $3.25M | Buy |
113,844
+26,385
| +30% | +$753K | 0.67% | 43 |
|
|
2018
Q1 | $2.59M | Buy |
87,459
+23,250
| +36% | +$690K | 0.57% | 45 |
|
|
2017
Q4 | $2.11M | Buy |
64,209
+3,348
| +6% | +$110K | 0.57% | 47 |
|
|
2017
Q3 | $1.59M | Buy |
60,861
+6,753
| +12% | +$176K | 0.44% | 53 |
|
|
2017
Q2 | $1.37M | Buy |
54,108
+52,413
| +3,092% | +$1.32M | 0.39% | 59 |
|
|
2017
Q1 | $40.5K | Buy |
+1,695
| New | +$40.5K | 0.14% | 126 |
|
|
2016
Q3 | $587K | Sell |
24,537
-22,932
| -48% | -$548K | 0.19% | 74 |
|
|
2016
Q2 | $625K | Buy |
+47,469
| New | +$625K | 0.08% | 160 |
|
|
2015
Q4 | $683K | Buy |
+93,354
| New | +$683K | 0.11% | 131 |
|
|
2015
Q2 | $70K | Buy |
2,973
+1,194
| +67% | +$28.1K | 0.03% | 153 |
|
|
2015
Q1 | $49K | Buy |
+1,779
| New | +$49K | 0.02% | 242 |
|