Bordeaux Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
8,626
+719
| +9% | +$70.3K | 0.11% | 64 |
|
|
2025
Q1 | $694K | Sell |
7,907
-353
| -4% | -$31K | 0.13% | 72 |
|
|
2024
Q4 | $746K | Hold |
8,260
| – | – | 0.12% | 69 |
|
|
2024
Q3 | $667K | Buy |
8,260
+2,630
| +47% | +$212K | 0.12% | 74 |
|
|
2024
Q2 | $381K | Buy |
+5,630
| New | +$381K | 0.07% | 95 |
|
|
2022
Q2 | – | Sell |
-4,896
| Closed | -$243K | – | 93 |
|
|
2022
Q1 | $243K | Buy |
4,896
+330
| +7% | +$16.4K | 0.13% | 79 |
|
|
2021
Q4 | $220K | Buy |
+4,566
| New | +$220K | 0.1% | 89 |
|