Consilio Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
5,419
+655
| +14% | +$63.7K | 0.19% | 43 |
|
|
2025
Q1 | $418K | Buy |
4,764
+108
| +2% | +$9.48K | 0.17% | 41 |
|
|
2024
Q4 | $421K | Buy |
4,656
+151
| +3% | +$13.6K | 0.17% | 42 |
|
|
2024
Q3 | $364K | Buy |
4,505
+574
| +15% | +$46.4K | 0.15% | 44 |
|
|
2024
Q2 | $266K | Buy |
3,931
+111
| +3% | +$7.52K | 0.12% | 50 |
|
|
2024
Q1 | $230K | Buy |
+3,820
| New | +$230K | 0.11% | 57 |
|