Zhang Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
27,803
+427
| +2% | +$41.8K | 0.13% | 90 |
|
|
2025
Q1 | $2.4M | Buy |
27,376
+12,707
| +87% | +$1.12M | 0.13% | 91 |
|
|
2024
Q4 | $1.33M | Buy |
14,669
+4,713
| +47% | +$426K | 0.08% | 130 |
|
|
2024
Q3 | $804K | Sell |
9,956
-115
| -1% | -$9.29K | 0.05% | 167 |
|
|
2024
Q2 | $682K | Buy |
10,071
+592
| +6% | +$40.1K | 0.05% | 165 |
|
|
2024
Q1 | $570K | Sell |
9,479
-211
| -2% | -$12.7K | 0.04% | 177 |
|
|
2023
Q4 | $509K | Buy |
9,690
+1,017
| +12% | +$53.4K | 0.04% | 180 |
|
|
2023
Q3 | $462K | Buy |
8,673
+585
| +7% | +$31.2K | 0.05% | 165 |
|
|
2023
Q2 | $424K | Buy |
8,088
+204
| +3% | +$10.7K | 0.04% | 174 |
|
|
2023
Q1 | $388K | Sell |
7,884
-459
| -6% | -$22.6K | 0.04% | 172 |
|
|
2022
Q4 | $394K | Buy |
8,343
+204
| +3% | +$9.64K | 0.05% | 163 |
|
|
2022
Q3 | $352K | Buy |
8,139
+267
| +3% | +$11.5K | 0.05% | 160 |
|
|
2022
Q2 | $319K | Sell |
7,872
-972
| -11% | -$39.4K | 0.05% | 173 |
|
|
2022
Q1 | $439K | Buy |
8,844
+444
| +5% | +$22K | 0.07% | 145 |
|
|
2021
Q4 | $405K | Buy |
8,400
+3,420
| +69% | +$165K | 0.07% | 139 |
|
|
2021
Q3 | $231K | Sell |
4,980
-558
| -10% | -$25.9K | 0.05% | 146 |
|
|
2021
Q2 | $260K | Sell |
5,538
-249
| -4% | -$11.7K | 0.06% | 118 |
|
|
2021
Q1 | $262K | Buy |
5,787
+264
| +5% | +$12K | 0.07% | 109 |
|
|
2020
Q4 | $265K | Hold |
5,523
| – | – | 0.08% | 94 |
|
|
2020
Q3 | $258K | Buy |
5,523
+6
| +0.1% | +$280 | 0.09% | 86 |
|
|
2020
Q2 | $220K | Buy |
5,517
+9
| +0.2% | +$359 | 0.08% | 87 |
|
|
2020
Q1 | $209K | Sell |
5,508
-444
| -7% | -$16.8K | 0.09% | 84 |
|
|
2019
Q4 | $236K | Buy |
5,952
+333
| +6% | +$13.2K | 0.09% | 87 |
|
|
2019
Q3 | $222K | Buy |
5,619
+6
| +0.1% | +$237 | 0.09% | 80 |
|
|
2019
Q2 | $207K | Sell |
5,613
-1,053
| -16% | -$38.8K | 0.09% | 86 |
|
|
2019
Q1 | $217K | Buy |
+6,666
| New | +$217K | 0.09% | 79 |
|