WCWM
Willow Creek Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
6,073
+78
| +1% | +$7.63K | 0.05% | 90 |
|
|
2025
Q1 | $526K | Buy |
5,995
+1,194
| +25% | +$105K | 0.05% | 88 |
|
|
2024
Q4 | $434K | Hold |
4,801
| – | – | 0.04% | 94 |
|
|
2024
Q3 | $388K | Buy |
4,801
+137
| +3% | +$11.1K | 0.04% | 105 |
|
|
2024
Q2 | $316K | Sell |
4,664
-7
| -0.1% | -$474 | 0.04% | 118 |
|
|
2024
Q1 | $281K | Buy |
4,671
+3,103
| +198% | +$187K | 0.03% | 129 |
|
|
2023
Q4 | $247K | Sell |
1,568
-346
| -18% | -$54.6K | 0.03% | 124 |
|
|
2023
Q3 | $306K | Sell |
1,914
-39
| -2% | -$6.24K | 0.05% | 102 |
|
|
2023
Q2 | $307K | Buy |
1,953
+62
| +3% | +$9.75K | 0.04% | 115 |
|
|
2023
Q1 | $279K | Sell |
1,891
-1
| -0.1% | -$147 | 0.04% | 110 |
|
|
2022
Q4 | $268K | Buy |
1,892
+1
| +0.1% | +$142 | 0.04% | 105 |
|
|
2022
Q3 | $245K | Hold |
1,891
| – | – | 0.05% | 103 |
|
|
2022
Q2 | $230K | Hold |
1,891
| – | – | 0.04% | 112 |
|
|
2022
Q1 | $282K | Sell |
1,891
-14
| -0.7% | -$2.09K | 0.06% | 97 |
|
|
2021
Q4 | $276K | Buy |
1,905
+14
| +0.7% | +$2.03K | 0.06% | 104 |
|
|
2021
Q3 | $264K | Hold |
1,891
| – | – | 0.06% | 97 |
|
|
2021
Q2 | $267K | Buy |
1,891
+21
| +1% | +$2.97K | 0.06% | 93 |
|
|
2021
Q1 | $254K | Hold |
1,870
| – | – | 0.09% | 83 |
|
|
2020
Q4 | $270K | Sell |
1,870
-97
| -5% | -$14K | 0.1% | 76 |
|
|
2020
Q3 | $275K | Sell |
1,967
-79
| -4% | -$11K | 0.11% | 61 |
|
|
2020
Q2 | $245K | Hold |
2,046
| – | – | 0.11% | 64 |
|
|
2020
Q1 | $233K | Sell |
2,046
-61
| -3% | -$6.95K | 0.12% | 56 |
|
|
2019
Q4 | $250K | Sell |
2,107
-14
| -0.7% | -$1.66K | 0.11% | 68 |
|
|
2019
Q3 | $252K | Buy |
2,121
+111
| +6% | +$13.2K | 0.12% | 70 |
|
|
2019
Q2 | $222K | Buy |
+2,010
| New | +$222K | 0.11% | 75 |
|