Collaborative Wealth Management’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 | $423K | Sell |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $200K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q1 | $211K | Buy |
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