Williams Jones 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 | $2.19M | Buy |
22,359
+688
| +3% | +$67.3K | 0.03% | 181 |
|
|
2025
Q1 | $1.9M | Buy |
21,671
+456
| +2% | +$40K | 0.02% | 184 |
|
|
2024
Q4 | $1.92M | Buy |
21,215
+45
| +0.2% | +$4.07K | 0.02% | 191 |
|
|
2024
Q3 | $1.71M | Buy |
21,170
+1,372
| +7% | +$111K | 0.02% | 210 |
|
|
2024
Q2 | $1.34M | Sell |
19,798
-3,017
| -13% | -$204K | 0.02% | 232 |
|
|
2024
Q1 | $1.37M | Buy |
22,815
+606
| +3% | +$36.5K | 0.02% | 233 |
|
|
2023
Q4 | $1.17M | Buy |
22,209
+2,148
| +11% | +$113K | 0.02% | 244 |
|
|
2023
Q3 | $1.07M | Hold |
20,061
| – | – | 0.02% | 243 |
|
|
2023
Q2 | $1.05M | Sell |
20,061
-510
| -2% | -$26.7K | 0.02% | 253 |
|
|
2023
Q1 | $1.01M | Sell |
20,571
-1,020
| -5% | -$50.1K | 0.02% | 276 |
|
|
2022
Q4 | $1.02M | Buy |
21,591
+891
| +4% | +$42.1K | 0.02% | 265 |
|
|
2022
Q3 | $895K | Buy |
20,700
+1,851
| +10% | +$80K | 0.02% | 287 |
|
|
2022
Q2 | $764K | Buy |
18,849
+3,957
| +27% | +$160K | 0.01% | 303 |
|
|
2022
Q1 | $739K | Sell |
14,892
-15,684
| -51% | -$778K | 0.01% | 302 |
|
|
2021
Q4 | $1.48M | Sell |
30,576
-462
| -1% | -$22.3K | 0.02% | 228 |
|
|
2021
Q3 | $1.44M | Sell |
31,038
-6,336
| -17% | -$294K | 0.02% | 218 |
|
|
2021
Q2 | $1.76M | Buy |
37,374
+150
| +0.4% | +$7.05K | 0.02% | 207 |
|
|
2021
Q1 | $1.69M | Buy |
37,224
+3,357
| +10% | +$152K | 0.03% | 205 |
|
|
2020
Q4 | $1.63M | Sell |
33,867
-4,515
| -12% | -$217K | 0.03% | 196 |
|
|
2020
Q3 | $1.79M | Buy |
38,382
+186
| +0.5% | +$8.67K | 0.03% | 171 |
|
|
2020
Q2 | $1.53M | Buy |
38,196
+17,385
| +84% | +$694K | 0.03% | 170 |
|
|
2020
Q1 | $788K | Sell |
20,811
-357
| -2% | -$13.5K | 0.02% | 188 |
|
|
2019
Q4 | $839K | Buy |
21,168
+630
| +3% | +$25K | 0.02% | 222 |
|
|
2019
Q3 | $812K | Buy |
+20,538
| New | +$812K | 0.02% | 219 |
|