Elwood & Goetz Wealth Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
+4,172
| New | +$408K | 0.09% | 67 |
|
|
2023
Q3 | – | Sell |
-4,611
| Closed | -$242K | – | 83 |
|
|
2023
Q2 | $242K | Buy |
4,611
+123
| +3% | +$6.45K | 0.06% | 61 |
|
|
2023
Q1 | $221K | Hold |
4,488
| – | – | 0.05% | 62 |
|
|
2022
Q4 | $212K | Buy |
+4,488
| New | +$212K | 0.06% | 63 |
|
|
2022
Q2 | – | Sell |
-4,461
| Closed | -$221K | – | 68 |
|
|
2022
Q1 | $221K | Buy |
+4,461
| New | +$221K | 0.07% | 61 |
|