Congress Wealth Management’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 Q2	$10M	Buy	102,491 +15,785	+18%	+$1.5M	0.1%	245
2025 Q1	$7.61M	Buy	86,706 +39,668	+84%	+$3.72M	0.09%	252
2024 Q4	$4.25M	Buy	47,038 +1,309	+3%	+$114K	0.06%	304
2024 Q3	$3.69M	Buy	45,729 +31,730	+227%	+$2.33M	0.05%	336
2024 Q2	$948K	Buy	13,999 +1,472	+12%	+$92.7K	0.02%	434
2024 Q1	$754K	Sell	12,527 -1,969	-14%	-$113K	0.01%	401
2023 Q4	$762K	Buy	14,496 +6,492	+81%	+$344K	0.01%	413
2023 Q3	$427K	Sell	8,004 -927	-10%	-$49.3K	0.01%	474
2023 Q2	$468K	Sell	8,931 -912	-9%	-$46K	0.01%	427
2023 Q1	$484K	Sell	9,843 -912	-8%	-$43.3K	0.01%	420
2022 Q4	$508K	Sell	10,755 -459	-4%	-$21.8K	0.01%	406
2022 Q3	$485K	Sell	11,214 -399	-3%	-$17.5K	0.01%	409
2022 Q2	$470K	Sell	11,613 -549	-5%	-$25.3K	0.01%	418
2022 Q1	$603K	Sell	12,162 -1,404	-10%	-$65.9K	0.01%	418
2021 Q4	$654K	Buy	+13,566	New	+$648K	0.01%	431