Falcon Wealth Planning’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Buy
2025
Q2
$974K Buy
2025
Q1
$842K Buy
2024
Q4
$777K Sell
2024
Q3
$697K Buy
2024
Q2
$571K Buy
2024
Q1
$463K Sell
2023
Q4
$448K Buy
2023
Q3
$263K Buy
2023
Q2
$254K Buy
2023
Q1
$237K Buy