Western 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 | $6.62M | Buy |
67,652
+4,878
| +8% | +$477K | 0.39% | 49 |
|
|
2025
Q1 | $5.51M | Buy |
62,774
+2,808
| +5% | +$247K | 0.36% | 58 |
|
|
2024
Q4 | $5.42M | Sell |
59,966
-16,783
| -22% | -$1.52M | 0.35% | 53 |
|
|
2024
Q3 | $6.2M | Buy |
76,749
+26,196
| +52% | +$2.12M | 0.35% | 54 |
|
|
2024
Q2 | $3.42M | Buy |
50,553
+1,914
| +4% | +$130K | 0.25% | 79 |
|
|
2024
Q1 | $2.93M | Sell |
48,639
-20,862
| -30% | -$1.26M | 0.23% | 89 |
|
|
2023
Q4 | $3.65M | Buy |
69,501
+843
| +1% | +$44.3K | 0.26% | 82 |
|
|
2023
Q3 | $3.66M | Buy |
68,658
+5,085
| +8% | +$271K | 0.31% | 72 |
|
|
2023
Q2 | $3.33M | Sell |
63,573
-1,770
| -3% | -$92.7K | 0.28% | 75 |
|
|
2023
Q1 | $3.21M | Buy |
65,343
+357
| +0.5% | +$17.5K | 0.3% | 75 |
|
|
2022
Q4 | $3.07M | Sell |
64,986
-31,854
| -33% | -$1.51M | 0.31% | 72 |
|
|
2022
Q3 | $4.29M | Buy |
96,840
+9,078
| +10% | +$402K | 0.25% | 93 |
|
|
2022
Q2 | $3.58M | Sell |
87,762
-2,721
| -3% | -$111K | 0.21% | 109 |
|
|
2022
Q1 | $4.49M | Buy |
90,483
+55,284
| +157% | +$2.74M | 0.22% | 99 |
|
|
2021
Q4 | $1.69M | Buy |
+35,199
| New | +$1.69M | 0.17% | 133 |
|
|
2021
Q2 | $1.59M | Buy |
33,801
+1,179
| +4% | +$55.3K | 0.16% | 142 |
|
|
2021
Q1 | $1.48M | Buy |
32,622
+3,897
| +14% | +$176K | 0.2% | 119 |
|
|
2020
Q4 | $1.38M | Buy |
28,725
+525
| +2% | +$25.2K | 0.2% | 116 |
|
|
2020
Q3 | $1.32M | Buy |
28,200
+3,075
| +12% | +$144K | 0.22% | 108 |
|
|
2020
Q2 | $1M | Buy |
25,125
+483
| +2% | +$19.3K | 0.18% | 131 |
|
|
2020
Q1 | $921K | Buy |
24,642
+1,356
| +6% | +$50.7K | 0.21% | 112 |
|
|
2019
Q4 | $922K | Buy |
23,286
+1,425
| +7% | +$56.4K | 0.14% | 145 |
|
|
2019
Q3 | $864K | Sell |
21,861
-522
| -2% | -$20.6K | 0.18% | 133 |
|
|
2019
Q2 | $820K | Sell |
22,383
-489
| -2% | -$17.9K | 0.11% | 150 |
|
|
2019
Q1 | $748K | Buy |
22,872
+3,558
| +18% | +$116K | 0.17% | 143 |
|
|
2018
Q4 | $600K | Buy |
+19,314
| New | +$600K | 0.16% | 157 |
|