Beta Wealth Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
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|
2025
Q1 | $571K | Hold |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $267K | Buy |
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