Houlihan Financial Resource Group’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  | $285K | Sell | 
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| 
        
          
      
        2025
         Q2  | $638K | Buy | 
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| 
        
          
      
        2025
         Q1  | $572K | Sell | 
         | 
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| 
        
          
      
        2024
         Q4  | $610K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $574K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $428K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $381K | Hold | 
         | 
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| 
        
          
      
        2023
         Q3  | $389K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $356K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $350K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $334K | Buy | 
         | 
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| 
        
          
      
        2020
         Q3  | $382K | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | $300K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $306K | Buy | 
         |