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 |
|