Consilium Wealth Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
22,217
-1,104
| -5% | -$108K | 0.92% | 25 |
|
|
2025
Q1 | $2.05M | Buy |
23,321
+11
| +0% | +$966 | 1.03% | 26 |
|
|
2024
Q4 | $2.11M | Buy |
23,310
+492
| +2% | +$44.5K | 1% | 26 |
|
|
2024
Q3 | $1.84M | Buy |
22,818
+13,948
| +157% | +$1.13M | 1.01% | 23 |
|
|
2024
Q2 | $601K | Sell |
8,870
-332
| -4% | -$22.5K | 0.33% | 52 |
|
|
2024
Q1 | $554K | Buy |
9,202
+1,234
| +15% | +$74.3K | 0.31% | 53 |
|
|
2023
Q4 | $419K | Buy |
7,968
+831
| +12% | +$43.7K | 0.25% | 63 |
|
|
2023
Q3 | $380K | Buy |
+7,137
| New | +$380K | 0.27% | 61 |
|