Heartwood Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Hold |
8,608
| – | – | 0.09% | 92 |
|
|
2025
Q1 | $756K | Sell |
8,608
-200
| -2% | -$17.6K | 0.09% | 86 |
|
|
2024
Q4 | $796K | Buy |
8,808
+360
| +4% | +$32.5K | 0.09% | 81 |
|
|
2024
Q3 | $682K | Buy |
8,448
+642
| +8% | +$51.8K | 0.08% | 87 |
|
|
2024
Q2 | $529K | Buy |
7,806
+3,702
| +90% | +$251K | 0.06% | 94 |
|
|
2024
Q1 | $247K | Sell |
4,104
-498
| -11% | -$30K | 0.03% | 137 |
|
|
2023
Q4 | $242K | Buy |
4,602
+498
| +12% | +$26.2K | 0.03% | 121 |
|
|
2023
Q3 | $219K | Hold |
4,104
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $215K | Hold |
4,104
| – | – | 0.03% | 129 |
|
|
2023
Q1 | $202K | Buy |
+4,104
| New | +$202K | 0.03% | 130 |
|