WT 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 | $3.2M | Sell |
32,688
-9,278
| -22% | -$907K | 0.95% | 29 |
|
|
2025
Q1 | $3.68M | Sell |
41,966
-4,659
| -10% | -$409K | 1.2% | 25 |
|
|
2024
Q4 | $4.21M | Buy |
46,625
+1,320
| +3% | +$119K | 1.32% | 23 |
|
|
2024
Q3 | $3.68M | Sell |
45,305
-7,582
| -14% | -$616K | 1.18% | 26 |
|
|
2024
Q2 | $3.58M | Sell |
52,887
-1,312
| -2% | -$88.8K | 1.22% | 28 |
|
|
2024
Q1 | $3.27M | Buy |
54,199
+1,666
| +3% | +$100K | 1.17% | 30 |
|
|
2023
Q4 | $2.77M | Buy |
52,533
+26,844
| +104% | +$1.41M | 1.09% | 31 |
|
|
2023
Q3 | $1.37M | Buy |
+25,689
| New | +$1.37M | 0.59% | 41 |
|
|
2023
Q1 | – | Sell |
-37,863
| Closed | -$1.79M | – | 112 |
|
|
2022
Q4 | $1.79M | Sell |
37,863
-2,808
| -7% | -$133K | 0.87% | 34 |
|
|
2022
Q3 | $1.76M | Buy |
40,671
+558
| +1% | +$24.1K | 0.88% | 28 |
|
|
2022
Q2 | $1.63M | Sell |
40,113
-12,804
| -24% | -$519K | 0.8% | 33 |
|
|
2022
Q1 | $2.63M | Sell |
52,917
-1,188
| -2% | -$59.1K | 1.01% | 29 |
|
|
2021
Q4 | $2.62M | Buy |
54,105
+7,848
| +17% | +$379K | 0.96% | 32 |
|
|
2021
Q3 | $2.15M | Buy |
46,257
+5,898
| +15% | +$274K | 0.83% | 33 |
|
|
2021
Q2 | $1.9M | Buy |
40,359
+4,047
| +11% | +$190K | 0.77% | 38 |
|
|
2021
Q1 | $1.65M | Buy |
36,312
+2,514
| +7% | +$114K | 0.76% | 37 |
|
|
2020
Q4 | $1.63M | Buy |
33,798
+9,042
| +37% | +$435K | 0.89% | 38 |
|
|
2020
Q3 | $1.15M | Buy |
24,756
+3,354
| +16% | +$156K | 0.76% | 35 |
|
|
2020
Q2 | $854K | Buy |
21,402
+1,254
| +6% | +$50K | 0.69% | 33 |
|
|
2020
Q1 | $766K | Buy |
20,148
+2,025
| +11% | +$77K | 0.81% | 28 |
|
|
2019
Q4 | $721K | Sell |
18,123
-867
| -5% | -$34.5K | 0.55% | 40 |
|
|
2019
Q3 | $751K | Buy |
+18,990
| New | +$751K | 0.65% | 35 |
|