Widmann Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $641K | Buy |
6,554
+47
| +0.7% | +$4.6K | 0.45% | 58 |
|
2025
Q1 | $571K | Hold |
6,507
| – | – | 0.44% | 56 |
|
2024
Q4 | $588K | Hold |
6,507
| – | – | 0.45% | 53 |
|
2024
Q3 | $525K | Sell |
6,507
-98
| -1% | -$7.91K | 0.4% | 56 |
|
2024
Q2 | $447K | Buy |
6,605
+3
| +0% | +$203 | 0.36% | 54 |
|
2024
Q1 | $397K | Sell |
6,602
-1,198
| -15% | -$72.1K | 0.33% | 59 |
|
2023
Q4 | $410K | Sell |
7,800
-2,421
| -24% | -$127K | 0.37% | 54 |
|
2023
Q3 | $545K | Buy |
10,221
+2,595
| +34% | +$138K | 0.54% | 51 |
|
2023
Q2 | $400K | Buy |
7,626
+3
| +0% | +$157 | 0.38% | 56 |
|
2023
Q1 | $375K | Hold |
7,623
| – | – | 0.38% | 58 |
|
2022
Q4 | $360K | Buy |
7,623
+3
| +0% | +$142 | 0.38% | 59 |
|
2022
Q3 | $330K | Hold |
7,620
| – | – | 0.37% | 63 |
|
2022
Q2 | $308K | Sell |
7,620
-897
| -11% | -$36.3K | 0.32% | 65 |
|
2022
Q1 | $422K | Hold |
8,517
| – | – | 0.37% | 56 |
|
2021
Q4 | $410K | Buy |
+8,517
| New | +$410K | 0.34% | 55 |
|