Horizon Family Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
4,535
+23
| +0.5% | +$2.25K | 0.27% | 52 |
|
|
2025
Q1 | $396K | Buy |
4,512
+320
| +8% | +$28.1K | 0.26% | 49 |
|
|
2024
Q4 | $379K | Sell |
4,192
-188
| -4% | -$17K | 0.25% | 54 |
|
|
2024
Q3 | $354K | Buy |
4,380
+74
| +2% | +$5.98K | 0.25% | 54 |
|
|
2024
Q2 | $292K | Buy |
4,306
+25
| +0.6% | +$1.69K | 0.22% | 58 |
|
|
2024
Q1 | $258K | Buy |
4,281
+69
| +2% | +$4.15K | 0.2% | 62 |
|
|
2023
Q4 | $221K | Buy |
4,212
+51
| +1% | +$2.68K | 0.19% | 63 |
|
|
2023
Q3 | $222K | Buy |
4,161
+288
| +7% | +$15.3K | 0.21% | 59 |
|
|
2023
Q2 | $203K | Buy |
+3,873
| New | +$203K | 0.19% | 63 |
|