White Lighthouse Investment 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 | $2.01M | Sell |
20,521
-40
| -0.2% | -$3.91K | 0.33% | 46 |
|
|
2025
Q1 | $1.81M | Buy |
20,561
+269
| +1% | +$23.6K | 0.32% | 45 |
|
|
2024
Q4 | $1.83M | Buy |
20,292
+71
| +0.4% | +$6.42K | 0.32% | 44 |
|
|
2024
Q3 | $1.63M | Buy |
20,221
+52
| +0.3% | +$4.2K | 0.29% | 52 |
|
|
2024
Q2 | $1.37M | Buy |
20,169
+3
| +0% | +$203 | 0.26% | 57 |
|
|
2024
Q1 | $1.21M | Sell |
20,166
-105
| -0.5% | -$6.32K | 0.25% | 60 |
|
|
2023
Q4 | $1.07M | Buy |
20,271
+3
| +0% | +$158 | 0.23% | 62 |
|
|
2023
Q3 | $1.08M | Sell |
20,268
-3
| -0% | -$160 | 0.26% | 60 |
|
|
2023
Q2 | $1.06M | Hold |
20,271
| – | – | 0.25% | 58 |
|
|
2023
Q1 | $996K | Buy |
20,271
+21
| +0.1% | +$1.03K | 0.25% | 59 |
|
|
2022
Q4 | $957K | Hold |
20,250
| – | – | 0.26% | 61 |
|
|
2022
Q3 | $875K | Hold |
20,250
| – | – | 0.25% | 60 |
|
|
2022
Q2 | $821K | Sell |
20,250
-111
| -0.5% | -$4.5K | 0.23% | 62 |
|
|
2022
Q1 | $1.01M | Buy |
20,361
+75
| +0.4% | +$3.72K | 0.26% | 58 |
|
|
2021
Q4 | $978K | Buy |
20,286
+36
| +0.2% | +$1.74K | 0.24% | 60 |
|
|
2021
Q3 | $941K | Sell |
20,250
-1,425
| -7% | -$66.2K | 0.25% | 60 |
|
|
2021
Q2 | $1.02M | Sell |
21,675
-1,521
| -7% | -$71.5K | 0.28% | 59 |
|
|
2021
Q1 | $1.05M | Sell |
23,196
-2,319
| -9% | -$105K | 0.32% | 57 |
|
|
2020
Q4 | $1.23M | Hold |
25,515
| – | – | 0.39% | 53 |
|
|
2020
Q3 | $1.19M | Buy |
25,515
+1,260
| +5% | +$58.8K | 0.41% | 52 |
|
|
2020
Q2 | $968K | Buy |
24,255
+5,517
| +29% | +$220K | 0.36% | 56 |
|
|
2020
Q1 | $710K | Hold |
18,738
| – | – | 0.3% | 60 |
|
|
2019
Q4 | $742K | Hold |
18,738
| – | – | 0.27% | 65 |
|
|
2019
Q3 | $741K | Sell |
18,738
-4,197
| -18% | -$166K | 0.3% | 62 |
|
|
2019
Q2 | $845K | Sell |
22,935
-600
| -3% | -$22.1K | 0.35% | 54 |
|
|
2019
Q1 | $765K | Sell |
23,535
-4,500
| -16% | -$146K | 0.35% | 58 |
|
|
2018
Q4 | $870K | Buy |
28,035
+1,500
| +6% | +$46.5K | 0.48% | 52 |
|
|
2018
Q3 | $831K | Hold |
26,535
| – | – | 0.42% | 57 |
|
|
2018
Q2 | $758K | Buy |
26,535
+1,710
| +7% | +$48.8K | 0.42% | 58 |
|
|
2018
Q1 | $736K | Buy |
24,825
+13,800
| +125% | +$409K | 0.42% | 58 |
|
|
2017
Q4 | $363K | Buy |
+11,025
| New | +$363K | 0.21% | 86 |
|