Envestnet Portfolio Solutions’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.6M Sell
179,907
-18,979
-10% -$1.86M 0.06% 142
2025
Q1
$17.5M Sell
198,886
-87,643
-31% -$7.69M 0.07% 142
2024
Q4
$25.9M Buy
286,529
+10,914
+4% +$986K 0.08% 113
2024
Q3
$22.3M Buy
275,615
+12,920
+5% +$1.04M 0.07% 133
2024
Q2
$17.8M Sell
262,695
-7,370
-3% -$499K 0.06% 154
2024
Q1
$16.2M Buy
270,065
+62,711
+30% +$3.77M 0.06% 162
2023
Q4
$10.9M Buy
207,354
+6,108
+3% +$321K 0.05% 199
2023
Q3
$10.7M Buy
+201,246
New +$10.7M 0.05% 177