Heartwood Wealth 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
Q3 | $887K | Buy |
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|
2025
Q2 | $842K | Hold |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $796K | Buy |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $202K | Buy |
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