Cetera Trust Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
42,202
-150
| -0.4% | -$14.7K | 2.46% | 6 |
|
|
2025
Q1 | $3.72M | Sell |
42,352
-525
| -1% | -$46.1K | 2.37% | 6 |
|
|
2024
Q4 | $3.87M | Sell |
42,877
-250
| -0.6% | -$22.6K | 2.52% | 5 |
|
|
2024
Q3 | $3.48M | Sell |
43,127
-1,700
| -4% | -$137K | 2.13% | 5 |
|
|
2024
Q2 | $3.04M | Sell |
44,827
-4,631
| -9% | -$314K | 1.91% | 8 |
|
|
2024
Q1 | $2.98M | Sell |
49,458
-1,950
| -4% | -$117K | 1.79% | 12 |
|
|
2023
Q4 | $2.7M | Buy |
+51,408
| New | +$2.7M | 1.68% | 14 |
|