Intrepid Financial Planning Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $504K | Hold |
5,151
| – | – | 0.21% | 69 |
|
2025
Q1 | $452K | Buy |
5,151
+150
| +3% | +$13.2K | 0.21% | 71 |
|
2024
Q4 | $452K | Hold |
5,001
| – | – | 0.19% | 78 |
|
2024
Q3 | $404K | Hold |
5,001
| – | – | 0.17% | 82 |
|
2024
Q2 | $339K | Hold |
5,001
| – | – | 0.15% | 90 |
|
2024
Q1 | $301K | Hold |
5,001
| – | – | 0.13% | 98 |
|
2023
Q4 | $263K | Hold |
5,001
| – | – | 0.13% | 101 |
|
2023
Q3 | $267K | Hold |
5,001
| – | – | 0.14% | 91 |
|
2023
Q2 | $262K | Hold |
5,001
| – | – | 0.13% | 95 |
|
2023
Q1 | $246K | Hold |
5,001
| – | – | 0.12% | 96 |
|
2022
Q4 | $236K | Hold |
5,001
| – | – | 0.13% | 92 |
|
2022
Q3 | $216K | Buy |
+5,001
| New | +$216K | 0.12% | 91 |
|