Compass 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 | $5.84M | Sell |
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|
2025
Q1 | $5.39M | Sell |
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|
2024
Q4 | $5.75M | Sell |
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|
2024
Q3 | $5.21M | Sell |
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|
2024
Q2 | $4.51M | Buy |
|
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.19M | Buy |
|