Evergreen Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,000
| Closed | -$527K | – | 54 |
|
|
2025
Q1 | $527K | Hold |
6,000
| – | – | 0.31% | 49 |
|
|
2024
Q4 | $542K | Hold |
6,000
| – | – | 0.32% | 52 |
|
|
2024
Q3 | $485K | Hold |
6,000
| – | – | 0.29% | 53 |
|
|
2024
Q2 | $406K | Hold |
6,000
| – | – | 0.27% | 54 |
|
|
2024
Q1 | $361K | Hold |
6,000
| – | – | 0.24% | 55 |
|
|
2023
Q4 | $315K | Sell |
6,000
-105
| -2% | -$5.52K | 0.23% | 55 |
|
|
2023
Q3 | $325K | Hold |
6,105
| – | – | 0.26% | 56 |
|
|
2023
Q2 | $320K | Buy |
+6,105
| New | +$320K | 0.25% | 52 |
|