Atlantic Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
716
+45
| +7% | +$4.4K | 0.05% | 91 |
|
|
2025
Q1 | $58.9K | Sell |
671
-79
| -11% | -$6.94K | 0.04% | 103 |
|
|
2024
Q4 | $67.8K | Hold |
750
| – | – | 0.05% | 78 |
|
|
2024
Q3 | $60.6K | Buy |
750
+600
| +400% | +$48.5K | 0.05% | 75 |
|
|
2024
Q2 | $10.2K | Hold |
150
| – | – | 0.01% | 81 |
|
|
2024
Q1 | $9.03K | Hold |
150
| – | – | 0.01% | 85 |
|
|
2023
Q4 | $7.88K | Hold |
150
| – | – | 0.01% | 85 |
|
|
2023
Q3 | $8K | Hold |
150
| – | – | 0.01% | 84 |
|
|
2023
Q2 | $7.86K | Hold |
150
| – | – | 0.01% | 81 |
|
|
2023
Q1 | $7.37K | Buy |
+150
| New | +$7.37K | 0.01% | 78 |
|