Arbor Trust Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
3,527
-1,617
| -31% | -$158K | 0.17% | 70 |
|
|
2025
Q1 | $453K | Sell |
5,144
-300
| -6% | -$26.4K | 0.21% | 63 |
|
|
2024
Q4 | $493K | Sell |
5,444
-730
| -12% | -$66.1K | 0.23% | 64 |
|
|
2024
Q3 | $418K | Hold |
6,174
| – | – | 0.22% | 69 |
|
|
2024
Q2 | $418K | Sell |
6,174
-420
| -6% | -$28.4K | 0.22% | 69 |
|
|
2024
Q1 | $400K | Buy |
6,594
+600
| +10% | +$36.4K | 0.22% | 72 |
|
|
2023
Q4 | $316K | Hold |
5,994
| – | – | 0.19% | 75 |
|
|
2023
Q3 | $320K | Buy |
5,994
+216
| +4% | +$11.5K | 0.21% | 72 |
|
|
2023
Q2 | $303K | Sell |
5,778
-516
| -8% | -$27K | 0.19% | 75 |
|
|
2023
Q1 | $311K | Buy |
+6,294
| New | +$311K | 0.2% | 75 |
|