Independent Family Office’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $458K | Hold |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $360K | Hold |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $309 | Sell |
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|
2022
Q1 | $399K | Buy |
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