Barlow Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
4,995
+97
| +2% | +$9.47K | 0.06% | 81 |
|
|
2025
Q1 | $466K | Buy |
4,898
+1,299
| +36% | +$124K | 0.06% | 83 |
|
|
2024
Q4 | $329K | Hold |
3,599
| – | – | 0.04% | 99 |
|
|
2024
Q3 | $285K | Hold |
3,599
| – | – | 0.04% | 120 |
|
|
2024
Q2 | $254K | Hold |
3,599
| – | – | 0.04% | 127 |
|
|
2024
Q1 | $216K | Buy |
+3,599
| New | +$216K | 0.03% | 148 |
|