Forza Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
4,343
-54
| -1% | -$5.28K | 0.17% | 132 |
|
|
2025
Q1 | $386K | Hold |
4,397
| – | – | 0.17% | 131 |
|
|
2024
Q4 | $397K | Buy |
4,397
+357
| +9% | +$32.3K | 0.18% | 129 |
|
|
2024
Q3 | $326K | Sell |
4,040
-511
| -11% | -$41.3K | 0.15% | 145 |
|
|
2024
Q2 | $308K | Hold |
4,551
| – | – | 0.16% | 140 |
|
|
2024
Q1 | $274K | Hold |
4,551
| – | – | 0.14% | 147 |
|
|
2023
Q4 | $239K | Hold |
4,551
| – | – | 0.13% | 152 |
|
|
2023
Q3 | $243K | Sell |
4,551
-264
| -5% | -$14.1K | 0.13% | 164 |
|
|
2023
Q2 | $252K | Buy |
4,815
+300
| +7% | +$15.7K | 0.13% | 160 |
|
|
2023
Q1 | $222K | Hold |
4,515
| – | – | 0.11% | 169 |
|
|
2022
Q4 | $213K | Buy |
+4,515
| New | +$213K | 0.14% | 133 |
|