Great Waters Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
3,786
+9
| +0.2% | +$880 | 0.05% | 75 |
|
|
2025
Q1 | $332K | Hold |
3,777
| – | – | 0.05% | 73 |
|
|
2024
Q4 | $341K | Sell |
3,777
-605
| -14% | -$54.7K | 0.04% | 78 |
|
|
2024
Q3 | $354K | Buy |
4,382
+150
| +4% | +$12.1K | 0.05% | 75 |
|
|
2024
Q2 | $287K | Buy |
4,232
+610
| +17% | +$41.3K | 0.04% | 83 |
|
|
2024
Q1 | $218K | Buy |
+3,622
| New | +$218K | 0.04% | 90 |
|