Elevation Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3K | Hold |
525
| – | – | 0.02% | 231 |
|
|
2025
Q1 | $46.1K | Hold |
525
| – | – | 0.02% | 236 |
|
|
2024
Q4 | $47.4K | Buy |
525
+150
| +40% | +$13.6K | 0.02% | 236 |
|
|
2024
Q3 | $30.3K | Hold |
375
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $25.4K | Sell |
375
-135
| -26% | -$9.14K | 0.01% | 271 |
|
|
2024
Q1 | $30.7K | Sell |
510
-1,425
| -74% | -$85.7K | 0.02% | 265 |
|
|
2023
Q4 | $103K | Buy |
+1,935
| New | +$103K | 0.06% | 149 |
|