Briaud Financial 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 | $232K | Sell |
2,375
-141
| -6% | -$13.8K | 0.09% | 29 |
|
|
2025
Q1 | $220K | Hold |
2,516
| – | – | 0.09% | 29 |
|
|
2024
Q4 | $227K | Buy |
2,516
+333
| +15% | +$30K | 0.09% | 25 |
|
|
2024
Q3 | $176K | Hold |
2,183
| – | – | 0.09% | 31 |
|
|
2024
Q2 | $147K | Sell |
2,183
-1
| -0% | -$67 | 0.08% | 30 |
|
|
2024
Q1 | $132K | Buy |
+2,184
| New | +$132K | 0.08% | 32 |
|
|
2023
Q4 | – | Sell |
-2,181
| Closed | -$116K | – | 169 |
|
|
2023
Q3 | $116K | Buy |
+2,181
| New | +$116K | 0.09% | 31 |
|