Facet Wealth Inc’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$906K Buy
9,246
+2,047
+28% +$201K 0.02% 76
2025
Q1
$715K Sell
7,199
-17
-0.2% -$1.69K 0.02% 77
2024
Q4
$730K Buy
7,216
+582
+9% +$58.9K 0.02% 75
2024
Q3
$545K Buy
6,634
+1,028
+18% +$84.5K 0.02% 86
2024
Q2
$388K Buy
5,606
+1,446
+35% +$100K 0.01% 97
2024
Q1
$249K Sell
4,160
-208
-5% -$12.5K 0.01% 102
2023
Q4
$247K Buy
+4,368
New +$247K 0.01% 99