Bernardo Wealth Planning’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$677K	Sell	6,922 -95	-1%	-$9.29K	0.15%	59
2025 Q1	$616K	Buy	7,017 +98	+1%	+$8.6K	0.15%	57
2024 Q4	$644K	Buy	6,919 +155	+2%	+$14.4K	0.15%	52
2024 Q3	$547K	Buy	6,764 +300	+5%	+$24.3K	0.13%	61
2024 Q2	$438K	Buy	6,464 +10	+0.2%	+$677	0.12%	64
2024 Q1	$388K	Sell	6,454 -74	-1%	-$4.45K	0.11%	69
2023 Q4	$343K	Buy	6,528 +75	+1%	+$3.94K	0.11%	66
2023 Q3	$344K	Hold	6,453	–	–	0.14%	61
2023 Q2	$338K	Hold	6,453	–	–	0.13%	61
2023 Q1	$317K	Sell	6,453 -30	-0.5%	-$1.48K	0.14%	66
2022 Q4	$306K	Hold	6,483	–	–	0.14%	67
2022 Q3	$295K	Sell	6,483 -9	-0.1%	-$410	0.17%	64
2022 Q2	$263K	Hold	6,492	–	–	0.15%	67
2022 Q1	$322K	Sell	6,492 -90	-1%	-$4.46K	0.16%	65
2021 Q4	$317K	Buy	+6,582	New	+$317K	0.15%	62
2021 Q3	–	Sell	-4,377	Closed	-$205K	–	81
2021 Q2	$205K	Buy	+4,377	New	+$205K	0.12%	72
2021 Q1	–	Sell	-15,522	Closed	-$745K	–	160
2020 Q4	$745K	Buy	15,522 +267	+2%	+$12.8K	0.29%	72
2020 Q3	$711K	Buy	15,255 +3,438	+29%	+$160K	0.32%	64
2020 Q2	$471K	Buy	11,817 +45	+0.4%	+$1.79K	0.25%	76
2020 Q1	$445K	Sell	11,772 -21	-0.2%	-$794	0.31%	79
2019 Q4	$467K	Buy	11,793 +273	+2%	+$10.8K	0.28%	83
2019 Q3	$455K	Sell	11,520 -57	-0.5%	-$2.25K	0.33%	75
2019 Q2	$426K	Sell	11,577 -468	-4%	-$17.2K	0.33%	81
2019 Q1	$392K	Buy	12,045 +6	+0%	+$195	0.31%	87
2018 Q4	$374K	Buy	+12,039	New	+$374K	0.33%	80