Holistic Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
26,960
+510
| +2% | +$49.9K | 0.75% | 24 |
|
|
2025
Q1 | $2.32M | Buy |
26,450
+6,437
| +32% | +$565K | 0.79% | 26 |
|
|
2024
Q4 | $1.81M | Buy |
20,013
+175
| +0.9% | +$15.8K | 0.66% | 33 |
|
|
2024
Q3 | $1.6M | Buy |
19,838
+8,425
| +74% | +$680K | 0.68% | 32 |
|
|
2024
Q2 | $687K | Hold |
11,413
| – | – | 0.53% | 54 |
|
|
2024
Q1 | $687K | Buy |
11,413
+115
| +1% | +$6.92K | 0.52% | 54 |
|
|
2023
Q4 | $594K | Buy |
+11,298
| New | +$594K | 0.5% | 53 |
|