Game Plan Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $666K | Buy |
6,814
+525
| +8% | +$51.3K | 0.29% | 63 |
|
2025
Q1 | $552K | Sell |
6,289
-100
| -2% | -$8.78K | 0.27% | 63 |
|
2024
Q4 | $577K | Hold |
6,389
| – | – | 0.27% | 60 |
|
2024
Q3 | $516K | Sell |
6,389
-50
| -0.8% | -$4.04K | 0.25% | 61 |
|
2024
Q2 | $436K | Hold |
6,439
| – | – | 0.21% | 69 |
|
2024
Q1 | $387K | Sell |
6,439
-3,116
| -33% | -$187K | 0.2% | 70 |
|
2023
Q4 | $509K | Buy |
+9,555
| New | +$509K | 0.29% | 70 |
|
2022
Q2 | – | Sell |
-9,120
| Closed | -$453K | – | 115 |
|
2022
Q1 | $453K | Buy |
+9,120
| New | +$453K | 0.27% | 59 |
|
2021
Q4 | – | Sell |
-24,036
| Closed | -$1.12M | – | 121 |
|
2021
Q3 | $1.12M | Buy |
+24,036
| New | +$1.12M | 0.67% | 51 |
|