Invenio Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
6,946
+364
| +6% | +$35.6K | 0.27% | 47 |
|
|
2025
Q1 | $578K | Buy |
6,582
+1,194
| +22% | +$105K | 0.24% | 49 |
|
|
2024
Q4 | $487K | Sell |
5,388
-351
| -6% | -$31.7K | 0.2% | 53 |
|
|
2024
Q3 | $463K | Sell |
5,739
-84
| -1% | -$6.78K | 0.2% | 56 |
|
|
2024
Q2 | $394K | Sell |
5,823
-165
| -3% | -$11.2K | 0.2% | 55 |
|
|
2024
Q1 | $360K | Buy |
+5,988
| New | +$360K | 0.19% | 62 |
|