WealthShield 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 | $5.34M | Sell |
54,642
-44,318
| -45% | -$4.33M | 0.65% | 43 |
|
|
2025
Q1 | $8.7M | Buy |
98,960
+46,130
| +87% | +$4.05M | 1.12% | 21 |
|
|
2024
Q4 | $4.78M | Sell |
52,830
-5,534
| -9% | -$501K | 0.68% | 40 |
|
|
2024
Q3 | $4.71M | Buy |
58,364
+1,797
| +3% | +$145K | 0.64% | 40 |
|
|
2024
Q2 | $3.83M | Sell |
56,567
-2,414
| -4% | -$163K | 0.58% | 41 |
|
|
2024
Q1 | $3.56M | Buy |
58,981
+1,252
| +2% | +$75.6K | 0.58% | 41 |
|
|
2023
Q4 | $3.04M | Buy |
57,729
+6,039
| +12% | +$318K | 0.5% | 51 |
|
|
2023
Q3 | $2.76M | Buy |
51,690
+11,958
| +30% | +$637K | 0.42% | 65 |
|
|
2023
Q2 | $2.08M | Buy |
39,732
+897
| +2% | +$47K | 0.31% | 81 |
|
|
2023
Q1 | $1.92M | Buy |
38,835
+1,965
| +5% | +$96.9K | 0.31% | 87 |
|
|
2022
Q4 | $1.75M | Buy |
36,870
+2,175
| +6% | +$103K | 0.34% | 81 |
|
|
2022
Q3 | $1.5M | Buy |
34,695
+1,860
| +6% | +$80.4K | 0.3% | 90 |
|
|
2022
Q2 | $1.33M | Buy |
32,835
+5,517
| +20% | +$224K | 0.26% | 97 |
|
|
2022
Q1 | $1.36M | Buy |
27,318
+4,809
| +21% | +$240K | 0.22% | 112 |
|
|
2021
Q4 | $1.09M | Buy |
22,509
+4,737
| +27% | +$229K | 0.18% | 122 |
|
|
2021
Q3 | $826K | Sell |
17,772
-4,572
| -20% | -$212K | 0.22% | 100 |
|
|
2021
Q2 | $1.05M | Buy |
22,344
+1,422
| +7% | +$66.8K | 0.16% | 100 |
|
|
2021
Q1 | $947K | Buy |
20,922
+1,365
| +7% | +$61.8K | 0.17% | 103 |
|
|
2020
Q4 | $940K | Buy |
19,557
+3,453
| +21% | +$166K | 0.17% | 108 |
|
|
2020
Q3 | $751K | Buy |
16,104
+1,386
| +9% | +$64.6K | 0.26% | 84 |
|
|
2020
Q2 | $588K | Sell |
14,718
-1,770
| -11% | -$70.7K | 0.27% | 87 |
|
|
2020
Q1 | $624K | Buy |
16,488
+4,713
| +40% | +$178K | 0.38% | 64 |
|
|
2019
Q4 | $466K | Buy |
11,775
+1,128
| +11% | +$44.6K | 0.23% | 98 |
|
|
2019
Q3 | $421K | Sell |
10,647
-141
| -1% | -$5.58K | 0.22% | 103 |
|
|
2019
Q2 | $397K | Buy |
10,788
+750
| +7% | +$27.6K | 0.23% | 101 |
|
|
2019
Q1 | $327K | Buy |
10,038
+2,790
| +38% | +$90.9K | 0.18% | 98 |
|
|
2018
Q4 | $226K | Sell |
7,248
-2,889
| -28% | -$90.1K | 0.15% | 113 |
|
|
2018
Q3 | $317K | Buy |
10,137
+222
| +2% | +$6.94K | 0.18% | 87 |
|
|
2018
Q2 | $283K | Buy |
9,915
+618
| +7% | +$17.6K | 0.17% | 92 |
|
|
2018
Q1 | $277K | Buy |
9,297
+1,374
| +17% | +$40.9K | 0.18% | 93 |
|
|
2017
Q4 | $260K | Buy |
+7,923
| New | +$260K | 0.16% | 109 |
|