Cherry Tree Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
3,581
-90
| -2% | -$8.8K | 0.08% | 114 |
|
|
2025
Q1 | $322K | Sell |
3,671
-375
| -9% | -$32.9K | 0.08% | 123 |
|
|
2024
Q4 | $366K | Hold |
4,046
| – | – | 0.09% | 115 |
|
|
2024
Q3 | $327K | Hold |
4,046
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $274K | Buy |
4,046
+11
| +0.3% | +$745 | 0.07% | 138 |
|
|
2024
Q1 | $243K | Buy |
4,035
+60
| +2% | +$3.61K | 0.06% | 151 |
|
|
2023
Q4 | $209K | Hold |
3,975
| – | – | 0.06% | 149 |
|
|
2023
Q3 | $212K | Hold |
3,975
| – | – | 0.06% | 135 |
|
|
2023
Q2 | $208K | Buy |
+3,975
| New | +$208K | 0.06% | 139 |
|