Baldwin Wealth Partners’s Walmart WMT Stock Holding History

Baldwin Wealth Partners’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$558K	Sell	5,705 -57	-1%	-$5.57K	0.04%	139
2025 Q1	$506K	Buy	5,762 +57	+1%	+$5K	0.04%	142
2024 Q4	$515K	Buy	5,705 +1,289	+29%	+$116K	0.04%	147
2024 Q3	$357K	Buy	4,416 +2,342	+113%	+$189K	0.02%	252
2024 Q2	$140K	Buy	2,074 +436	+27%	+$29.5K	0.01%	229
2024 Q1	$98.6K	Sell	1,638 -600	-27%	-$36.1K	0.01%	278
2023 Q4	$118K	Hold	2,238	–	–	0.01%	259
2023 Q3	$119K	Hold	2,238	–	–	0.01%	279
2023 Q2	$117K	Hold	2,238	–	–	0.01%	298
2023 Q1	$110K	Hold	2,238	–	–	0.01%	311
2022 Q4	$106K	Buy	2,238 +99	+5%	+$4.68K	0.01%	312
2022 Q3	$93K	Sell	2,139 -2,550	-54%	-$111K	0.01%	253
2022 Q2	$190K	Sell	4,689 -147	-3%	-$5.96K	0.02%	188
2022 Q1	$240K	Buy	4,836 +2,697	+126%	+$134K	0.03%	186
2021 Q4	$103K	Hold	2,139	–	–	0.01%	262
2021 Q3	$99K	Hold	2,139	–	–	0.01%	259
2021 Q2	$101K	Hold	2,139	–	–	0.01%	271
2021 Q1	$97K	Buy	2,139 +150	+8%	+$6.8K	0.01%	261
2020 Q4	$96K	Hold	1,989	–	–	0.01%	249
2020 Q3	$93K	Hold	1,989	–	–	0.01%	235
2020 Q2	$79K	Hold	1,989	–	–	0.01%	246
2020 Q1	$75K	Hold	1,989	–	–	0.01%	230
2019 Q4	$79K	Hold	1,989	–	–	0.01%	263
2019 Q3	$79K	Hold	1,989	–	–	0.01%	258
2019 Q2	$73K	Hold	1,989	–	–	0.01%	273
2019 Q1	$65K	Hold	1,989	–	–	0.01%	276
2018 Q4	$62K	Hold	1,989	–	–	0.01%	269
2018 Q3	$62K	Hold	1,989	–	–	0.01%	288
2018 Q2	$57K	Buy	1,989 +450	+29%	+$12.9K	0.01%	300
2018 Q1	$46K	Hold	1,539	–	–	0.01%	311
2017 Q4	$51K	Buy	1,539 +3	+0.2%	+$99	0.01%	298
2017 Q3	$40K	Hold	1,536	–	–	0.01%	306
2017 Q2	$39K	Hold	1,536	–	–	0.01%	321
2017 Q1	$37K	Sell	1,536 -3	-0.2%	-$72	0.01%	321
2016 Q4	$35K	Buy	1,539 +3	+0.2%	+$68	0.01%	321
2016 Q3	$37K	Sell	1,536 -399	-21%	-$9.61K	0.01%	323
2016 Q2	$47K	Sell	1,935 -2,001	-51%	-$48.6K	0.01%	276
2016 Q1	$90K	Buy	+3,936	New	+$90K	0.02%	246