Bordeaux Wealth Advisors’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
$843K Buy
2025
Q1
$694K Sell
2024
Q4
$746K Hold
2024
Q3
$667K Buy
2024
Q2
$381K Buy
2022
Q2
Sell
2022
Q1
$243K Buy
2021
Q4
$220K Buy