Icon Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
24,860
+5,681
| +30% | +$555K | 0.17% | 93 |
|
|
2025
Q1 | $1.68M | Sell |
19,179
-1,123
| -6% | -$98.6K | 0.14% | 117 |
|
|
2024
Q4 | $1.83M | Buy |
20,302
+2,248
| +12% | +$203K | 0.15% | 101 |
|
|
2024
Q3 | $1.46M | Buy |
18,054
+885
| +5% | +$71.5K | 0.12% | 122 |
|
|
2024
Q2 | $1.18M | Sell |
17,169
-853
| -5% | -$58.5K | 0.1% | 138 |
|
|
2024
Q1 | $1.08M | Buy |
18,022
+649
| +4% | +$39.1K | 0.1% | 138 |
|
|
2023
Q4 | $913K | Buy |
+17,373
| New | +$913K | 0.1% | 134 |
|
|
2022
Q4 | $1.16M | Buy |
24,513
+636
| +3% | +$30.1K | 0.13% | 127 |
|
|
2022
Q3 | $1.03M | Buy |
+23,877
| New | +$1.03M | 0.13% | 131 |
|