Cove Private Wealth’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 | Buy |
22,240
+11,069
| +99% | +$1.08M | 0.77% | 32 |
|
|
2025
Q1 | $981K | Buy |
11,171
+3,221
| +41% | +$283K | 0.52% | 52 |
|
|
2024
Q4 | $718K | Hold |
7,950
| – | – | 0.43% | 57 |
|
|
2024
Q3 | $642K | Sell |
7,950
-492
| -6% | -$39.7K | 0.5% | 51 |
|
|
2024
Q2 | $572K | Hold |
8,442
| – | – | 0.46% | 53 |
|
|
2024
Q1 | $508K | Hold |
8,442
| – | – | 0.43% | 55 |
|
|
2023
Q4 | $444K | Buy |
+8,442
| New | +$444K | 0.42% | 56 |
|