Impact Partnership 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 | $1.39M | Buy |
14,177
+1,807
| +15% | +$177K | 0.26% | 39 |
|
|
2025
Q1 | $1.09M | Buy |
12,370
+8,366
| +209% | +$734K | 0.23% | 45 |
|
|
2024
Q4 | $362K | Buy |
+4,004
| New | +$362K | 0.07% | 178 |
|
|
2024
Q2 | – | Sell |
-1,121
| Closed | -$67.5K | – | 709 |
|
|
2024
Q1 | $67.5K | Sell |
1,121
-10
| -0.9% | -$602 | 0.03% | 292 |
|
|
2023
Q4 | $59.4K | Sell |
1,131
-3,750
| -77% | -$197K | 0.02% | 300 |
|
|
2023
Q3 | $260K | Buy |
4,881
+2,052
| +73% | +$109K | 0.08% | 146 |
|
|
2023
Q2 | $148K | Buy |
+2,829
| New | +$148K | 0.05% | 161 |
|