Kolinsky Wealth Management’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$482K	Buy	5,339 +318	+6%	+$27.6K	0.29%	68
2024 Q3	$405K	Buy	5,021 +29	+0.6%	+$2.13K	0.26%	86
2024 Q2	$338K	Buy	4,992 +1,300	+35%	+$81.9K	0.24%	94
2024 Q1	$222K	Buy	+3,692	New	+$211K	0.17%	131
2023 Q4	–	Sell	-5,127	Closed	-$273K	–	145
2023 Q3	$273K	Sell	5,127 -444	-8%	-$23.6K	0.27%	87
2023 Q2	$286K	Sell	5,571 -303	-5%	-$15.3K	0.27%	89
2023 Q1	$289K	Buy	5,874 +882	+18%	+$41.9K	0.31%	83
2022 Q4	$236K	Sell	4,992 -1,401	-22%	-$66.5K	0.27%	104
2022 Q3	$276K	Sell	6,393 -27	-0.4%	-$1.18K	0.35%	75
2022 Q2	$260K	Sell	6,420 -474	-7%	-$21.9K	0.31%	85
2022 Q1	$342K	Sell	6,894 -549	-7%	-$25.8K	0.34%	66
2021 Q4	$359K	Buy	+7,443	New	+$355K	0.33%	75