Evergreen Wealth Management’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$527K Hold
2024
Q4
$542K Hold
2024
Q3
$485K Hold
2024
Q2
$406K Hold
2024
Q1
$361K Hold
2023
Q4
$315K Sell
2023
Q3
$325K Hold
2023
Q2
$320K Buy