FWP
Falcon Wealth Planning’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
9,960
+373
| +4% | +$36.5K | 0.1% | 71 |
|
|
2025
Q1 | $842K | Buy |
9,587
+989
| +12% | +$86.8K | 0.09% | 70 |
|
|
2024
Q4 | $777K | Sell |
8,598
-31
| -0.4% | -$2.8K | 0.09% | 73 |
|
|
2024
Q3 | $697K | Buy |
8,629
+193
| +2% | +$15.6K | 0.08% | 75 |
|
|
2024
Q2 | $571K | Buy |
8,436
+747
| +10% | +$50.6K | 0.07% | 74 |
|
|
2024
Q1 | $463K | Buy |
7,689
+4,849
| +171% | +$292K | 0.07% | 83 |
|
|
2023
Q4 | $448K | Buy |
2,840
+1,194
| +73% | +$188K | 0.08% | 80 |
|
|
2023
Q3 | $263K | Buy |
1,646
+30
| +2% | +$4.8K | 0.06% | 89 |
|
|
2023
Q2 | $254K | Buy |
1,616
+9
| +0.6% | +$1.42K | 0.06% | 88 |
|
|
2023
Q1 | $237K | Buy |
+1,607
| New | +$237K | 0.06% | 88 |
|