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