WorthPointe’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
4,290
-43
| -1% | -$4.21K | 0.18% | 54 |
|
|
2025
Q1 | $380K | Sell |
4,333
-166
| -4% | -$14.6K | 0.17% | 56 |
|
|
2024
Q4 | $406K | Sell |
4,499
-3
| -0.1% | -$271 | 0.17% | 58 |
|
|
2024
Q3 | $364K | Sell |
4,502
-584
| -11% | -$47.2K | 0.15% | 58 |
|
|
2024
Q2 | $344K | Buy |
5,086
+172
| +4% | +$11.6K | 0.16% | 52 |
|
|
2024
Q1 | $296K | Sell |
4,914
-561
| -10% | -$33.8K | 0.15% | 50 |
|
|
2023
Q4 | $288K | Sell |
5,475
-213
| -4% | -$11.2K | 0.15% | 57 |
|
|
2023
Q3 | $303K | Buy |
5,688
+825
| +17% | +$44K | 0.18% | 50 |
|
|
2023
Q2 | $255K | Buy |
4,863
+657
| +16% | +$34.4K | 0.15% | 48 |
|
|
2023
Q1 | $207K | Buy |
+4,206
| New | +$207K | 0.13% | 50 |
|
|
2022
Q2 | – | Sell |
-4,056
| Closed | -$201K | – | 47 |
|
|
2022
Q1 | $201K | Buy |
+4,056
| New | +$201K | 0.16% | 43 |
|