WR Wealth Planners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.65M | Sell |
29,288
-1,308
| -4% | -$118K | 0.85% | 20 |
|
|
2024
Q3 | $2.47M | Sell |
30,596
-100
| -0.3% | -$8.08K | 0.69% | 24 |
|
|
2024
Q2 | $2.08M | Buy |
30,696
+535
| +2% | +$36.2K | 0.63% | 28 |
|
|
2024
Q1 | $1.81M | Buy |
30,161
+206
| +0.7% | +$12.4K | 0.56% | 30 |
|
|
2023
Q4 | $1.57M | Sell |
29,955
-213
| -0.7% | -$11.2K | 0.59% | 38 |
|
|
2023
Q3 | $1.61M | Buy |
30,168
+174
| +0.6% | +$9.28K | 0.61% | 30 |
|
|
2023
Q2 | $1.57M | Buy |
29,994
+7,029
| +31% | +$368K | 0.61% | 32 |
|
|
2023
Q1 | $1.13M | Buy |
22,965
+7,479
| +48% | +$368K | 0.49% | 37 |
|
|
2022
Q4 | $732K | Buy |
15,486
+783
| +5% | +$37K | 0.45% | 42 |
|
|
2022
Q3 | $636K | Sell |
14,703
-696
| -5% | -$30.1K | 0.45% | 38 |
|
|
2022
Q2 | $624K | Sell |
15,399
-108
| -0.7% | -$4.38K | 0.41% | 43 |
|
|
2022
Q1 | $770K | Buy |
+15,507
| New | +$770K | 0.46% | 40 |
|