Westshore Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
2,609
+16
| +0.6% | +$1.56K | 0.1% | 77 |
|
|
2025
Q1 | $228K | Buy |
2,593
+1
| +0% | +$88 | 0.1% | 80 |
|
|
2024
Q4 | $234K | Buy |
2,592
+5
| +0.2% | +$452 | 0.09% | 80 |
|
|
2024
Q3 | $209K | Buy |
+2,587
| New | +$209K | 0.09% | 93 |
|
|
2023
Q1 | – | Sell |
-9,501
| Closed | -$449K | – | 119 |
|
|
2022
Q4 | $449K | Sell |
9,501
-600
| -6% | -$28.4K | 0.26% | 45 |
|
|
2022
Q3 | $437K | Sell |
10,101
-897
| -8% | -$38.8K | 0.3% | 32 |
|
|
2022
Q2 | $446K | Buy |
10,998
+300
| +3% | +$12.2K | 0.29% | 40 |
|
|
2022
Q1 | $531K | Buy |
10,698
+501
| +5% | +$24.9K | 0.36% | 34 |
|
|
2021
Q4 | $492K | Sell |
10,197
-600
| -6% | -$29K | 0.34% | 37 |
|
|
2021
Q3 | $502K | Sell |
10,797
-3,762
| -26% | -$175K | 0.41% | 35 |
|
|
2021
Q2 | $684K | Buy |
14,559
+9,009
| +162% | +$423K | 0.35% | 43 |
|
|
2021
Q1 | $251K | Buy |
+5,550
| New | +$251K | 0.14% | 114 |
|