Heritage Wealth Management (California)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
10,411
+26
| +0.3% | +$2.54K | 0.68% | 38 |
|
|
2025
Q1 | $912K | Sell |
10,385
-22
| -0.2% | -$1.93K | 0.69% | 35 |
|
|
2024
Q4 | $940K | Buy |
10,407
+67
| +0.6% | +$6.05K | 0.68% | 35 |
|
|
2024
Q3 | $835K | Buy |
10,340
+93
| +0.9% | +$7.51K | 0.59% | 38 |
|
|
2024
Q2 | $694K | Buy |
10,247
+30
| +0.3% | +$2.03K | 0.51% | 38 |
|
|
2024
Q1 | $615K | Buy |
10,217
+296
| +3% | +$17.8K | 0.46% | 39 |
|
|
2023
Q4 | $521K | Buy |
+9,921
| New | +$521K | 0.42% | 39 |
|