Keener Financial Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
4,505
+4,200
| +1,377% | +$410K | 0.22% | 31 |
|
|
2025
Q1 | $26K | Sell |
305
-4,741
| -94% | -$404K | 0.02% | 99 |
|
|
2024
Q4 | $455K | Hold |
5,046
| – | – | 0.27% | 27 |
|
|
2024
Q3 | $407K | Sell |
5,046
-117
| -2% | -$9.44K | 0.27% | 28 |
|
|
2024
Q2 | $349K | Sell |
5,163
-111
| -2% | -$7.5K | 0.23% | 30 |
|
|
2024
Q1 | $318K | Buy |
5,274
+249
| +5% | +$15K | 0.22% | 32 |
|
|
2023
Q4 | $264K | Buy |
+5,025
| New | +$264K | 0.2% | 34 |
|