Betterment LLC’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
7,549
+564
| +8% | +$55.1K | ﹤0.01% | 305 |
|
|
2025
Q1 | $613K | Buy |
6,985
+567
| +9% | +$49.8K | ﹤0.01% | 313 |
|
|
2024
Q4 | $580K | Buy |
6,418
+958
| +18% | +$86.6K | ﹤0.01% | 308 |
|
|
2024
Q3 | $441K | Buy |
5,460
+765
| +16% | +$61.8K | ﹤0.01% | 326 |
|
|
2024
Q2 | $318K | Buy |
+4,695
| New | +$318K | ﹤0.01% | 341 |
|