Westend Capital 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 | $13.7K | Hold |
140
| – | – | ﹤0.01% | 114 |
|
|
2025
Q1 | $12.3K | Buy |
140
+8
| +6% | +$702 | ﹤0.01% | 107 |
|
|
2024
Q4 | $11.9K | Hold |
132
| – | – | ﹤0.01% | 109 |
|
|
2024
Q3 | $10.7K | Hold |
132
| – | – | ﹤0.01% | 123 |
|
|
2024
Q2 | $8.91K | Sell |
132
-153
| -54% | -$10.3K | ﹤0.01% | 112 |
|
|
2024
Q1 | $17.1K | Buy |
+285
| New | +$17.1K | 0.01% | 100 |
|
|
2015
Q3 | – | Sell |
-54,660
| Closed | -$1.33M | – | 79 |
|
|
2015
Q2 | $1.33M | Buy |
54,660
+29,310
| +116% | +$711K | 1.54% | 31 |
|
|
2015
Q1 | $683K | Buy |
+25,350
| New | +$683K | 0.81% | 39 |
|