West Wealth Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
5,235
+6
| +0.1% | +$620 | 0.13% | 51 |
|
|
2025
Q1 | $465K | Buy |
5,229
+249
| +5% | +$22.1K | 0.14% | 54 |
|
|
2024
Q4 | $450K | Buy |
4,980
+288
| +6% | +$26K | 0.13% | 51 |
|
|
2024
Q3 | $379K | Buy |
4,692
+46
| +1% | +$3.71K | 0.12% | 54 |
|
|
2024
Q2 | $315K | Buy |
4,646
+206
| +5% | +$13.9K | 0.11% | 63 |
|
|
2024
Q1 | $267K | Buy |
4,440
+9
| +0.2% | +$542 | 0.1% | 68 |
|
|
2023
Q4 | $233K | Sell |
4,431
-681
| -13% | -$35.8K | 0.09% | 73 |
|
|
2023
Q3 | $273K | Buy |
5,112
+108
| +2% | +$5.76K | 0.12% | 59 |
|
|
2023
Q2 | $262K | Buy |
5,004
+189
| +4% | +$9.91K | 0.11% | 56 |
|
|
2023
Q1 | $237K | Sell |
4,815
-192
| -4% | -$9.44K | 0.11% | 56 |
|
|
2022
Q4 | $237K | Sell |
5,007
-294
| -6% | -$13.9K | 0.12% | 57 |
|
|
2022
Q3 | $229K | Sell |
5,301
-429
| -7% | -$18.5K | 0.12% | 52 |
|
|
2022
Q2 | $232K | Buy |
5,730
+594
| +12% | +$24.1K | 0.11% | 59 |
|
|
2022
Q1 | $254K | Buy |
5,136
+39
| +0.8% | +$1.93K | 0.1% | 53 |
|
|
2021
Q4 | $245K | Buy |
+5,097
| New | +$245K | 0.09% | 51 |
|