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