Goodwin Investment Advisory’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
$231K Buy
2022
Q2
Sell
2022
Q1
$35K Sell
2021
Q4
$48K Hold
2021
Q3
$46K Sell
2021
Q2
$115K Buy
2021
Q1
$46K Buy