Goldstein Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
2025
Q1
$420K Buy
2024
Q4
$405K Buy
2024
Q3
$283K Buy
2024
Q2
$229K Buy
2023
Q1
Sell
2022
Q4
$862K Buy