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