Horst & Graben Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
5,115
-1
| -0% | -$98 | 0.08% | 104 |
|
|
2025
Q1 | $449K | Buy |
5,116
+181
| +4% | +$15.9K | 0.08% | 100 |
|
|
2024
Q4 | $446K | Sell |
4,935
-48
| -1% | -$4.34K | 0.08% | 98 |
|
|
2024
Q3 | $402K | Buy |
4,983
+2
| +0% | +$162 | 0.07% | 98 |
|
|
2024
Q2 | $337K | Hold |
4,981
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $300K | Buy |
4,981
+43
| +0.9% | +$2.59K | 0.06% | 110 |
|
|
2023
Q4 | $260K | Sell |
4,938
-2,805
| -36% | -$147K | 0.06% | 114 |
|
|
2023
Q3 | $413K | Buy |
7,743
+1,407
| +22% | +$75K | 0.1% | 88 |
|
|
2023
Q2 | $332K | Sell |
6,336
-324
| -5% | -$17K | 0.08% | 94 |
|
|
2023
Q1 | $327K | Buy |
6,660
+12
| +0.2% | +$589 | 0.08% | 93 |
|
|
2022
Q4 | $314K | Hold |
6,648
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $287K | Buy |
6,648
+15
| +0.2% | +$648 | 0.08% | 98 |
|
|
2022
Q2 | $269K | Buy |
+6,633
| New | +$269K | 0.07% | 113 |
|