Western Pacific Wealth 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 | $503K | Hold |
5,142
| – | – | 0.48% | 24 |
|
2025
Q1 | $451K | Sell |
5,142
-1,516
| -23% | -$133K | 0.41% | 28 |
|
2024
Q4 | $602K | Sell |
6,658
-125
| -2% | -$11.3K | 0.49% | 24 |
|
2024
Q3 | $548K | Buy |
6,783
+1,107
| +20% | +$89.4K | 0.36% | 22 |
|
2024
Q2 | $384K | Hold |
5,676
| – | – | 0.29% | 26 |
|
2024
Q1 | $342K | Hold |
5,676
| – | – | 0.25% | 28 |
|
2023
Q4 | $298K | Buy |
5,676
+264
| +5% | +$13.9K | 0.22% | 29 |
|
2023
Q3 | $289K | Buy |
5,412
+141
| +3% | +$7.52K | 0.24% | 30 |
|
2023
Q2 | $276K | Buy |
5,271
+906
| +21% | +$47.5K | 0.21% | 27 |
|
2023
Q1 | $215K | Hold |
4,365
| – | – | 0.16% | 34 |
|
2022
Q4 | $206K | Sell |
4,365
-114
| -3% | -$5.39K | 0.17% | 35 |
|
2022
Q3 | $193K | Buy |
4,479
+1,254
| +39% | +$54K | 0.19% | 24 |
|
2022
Q2 | $130K | Hold |
3,225
| – | – | 0.13% | 36 |
|
2022
Q1 | $160K | Sell |
3,225
-825
| -20% | -$40.9K | 0.12% | 40 |
|
2021
Q4 | $195K | Buy |
+4,050
| New | +$195K | 0.13% | 40 |
|