Briaud Financial Planning’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$232K Sell
2025
Q1
$220K Hold
2024
Q4
$227K Buy
2024
Q3
$176K Hold
2024
Q2
$147K Sell
2024
Q1
$132K Buy
2023
Q4
Sell
2023
Q3
$116K Buy