Goldstone Financial Group’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$973K	Buy	7,826 +692	+10%	+$85K	0.11%	119
2025 Q4	$795K	Buy	7,134 +934	+15%	+$100K	0.09%	132
2025 Q3	$639K	Buy	6,200 +50	+0.8%	+$4.98K	0.08%	148
2025 Q2	$605K	Buy	6,150 +443	+8%	+$42.2K	0.08%	143
2025 Q1	$501K	Buy	5,707 +330	+6%	+$31K	0.08%	136
2024 Q4	$486K	Buy	5,377 +834	+18%	+$72.4K	0.08%	129
2024 Q3	$367K	Buy	4,543 +649	+17%	+$47.7K	0.06%	142
2024 Q2	$264K	Buy	3,894 +67	+2%	+$4.22K	0.05%	153
2024 Q1	$230K	Sell	3,827 -88	-2%	-$5.04K	0.05%	148
2023 Q4	$206K	Buy	3,915 +153	+4%	+$8.1K	0.05%	156
2023 Q3	$201K	Buy	+3,762	New	+$200K	0.06%	149