Gen-Wealth Partners’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.32M Sell
33,935
-624
-2% -$61K 1.28% 11
2025
Q1
$3.03M Sell
34,559
-205
-0.6% -$18K 1.27% 9
2024
Q4
$3.14M Sell
34,764
-2,757
-7% -$249K 1.35% 9
2024
Q3
$3.05M Sell
37,521
-417
-1% -$33.9K 1.33% 10
2024
Q2
$2.57M Buy
37,938
+3,326
+10% +$225K 1.24% 10
2024
Q1
$2.08M Buy
+34,612
New +$2.08M 1.03% 16