Abound 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 | $204K | Sell |
2,086
-182
| -8% | -$17.8K | 0.06% | 78 |
|
2025
Q1 | $199K | Sell |
2,268
-33
| -1% | -$2.9K | 0.07% | 71 |
|
2024
Q4 | $208K | Buy |
2,301
+139
| +6% | +$12.6K | 0.07% | 66 |
|
2024
Q3 | $175K | Hold |
2,162
| – | – | 0.06% | 69 |
|
2024
Q2 | $146K | Buy |
2,162
+49
| +2% | +$3.32K | 0.05% | 68 |
|
2024
Q1 | $127K | Buy |
2,113
+25
| +1% | +$1.5K | 0.05% | 78 |
|
2023
Q4 | $110K | Buy |
2,088
+183
| +10% | +$9.62K | 0.04% | 83 |
|
2023
Q3 | $102K | Buy |
1,905
+114
| +6% | +$6.08K | 0.04% | 74 |
|
2023
Q2 | $93.9K | Buy |
1,791
+87
| +5% | +$4.56K | 0.04% | 79 |
|
2023
Q1 | $83.8K | Buy |
1,704
+144
| +9% | +$7.08K | 0.04% | 87 |
|
2022
Q4 | $73.7K | Sell |
1,560
-126
| -7% | -$5.95K | 0.04% | 82 |
|
2022
Q3 | $72.9K | Buy |
+1,686
| New | +$72.9K | 0.04% | 83 |
|