ForthRight Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
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|
2025
Q1 | $537K | Buy |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $476K | Buy |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $236K | Buy |
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