Willner & Heller’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
8,062
-238
| -3% | -$23.3K | 0.66% | 44 |
|
|
2025
Q1 | $729K | Sell |
8,300
-441
| -5% | -$38.7K | 0.67% | 44 |
|
|
2024
Q4 | $790K | Hold |
8,741
| – | – | 0.69% | 41 |
|
|
2024
Q3 | $706K | Buy |
8,741
+22
| +0.3% | +$1.78K | 0.63% | 46 |
|
|
2024
Q2 | $590K | Buy |
8,719
+56
| +0.6% | +$3.79K | 0.57% | 52 |
|
|
2024
Q1 | $521K | Sell |
8,663
-340
| -4% | -$20.5K | 0.52% | 63 |
|
|
2023
Q4 | $473K | Buy |
+9,003
| New | +$473K | 0.53% | 63 |
|
|
2022
Q4 | $425K | Hold |
8,985
| – | – | 0.6% | 57 |
|
|
2022
Q3 | $389K | Buy |
8,985
+279
| +3% | +$12.1K | 0.63% | 56 |
|
|
2022
Q2 | $353K | Buy |
8,706
+96
| +1% | +$3.89K | 0.55% | 64 |
|
|
2022
Q1 | $415K | Hold |
8,610
| – | – | 0.51% | 64 |
|
|
2021
Q4 | $400K | Buy |
+8,610
| New | +$400K | 0.53% | 63 |
|