Landmark Wealth Management (Illinois)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
3,861
+45
| +1% | +$4.4K | 0.16% | 41 |
|
|
2025
Q1 | $335K | Hold |
3,816
| – | – | 0.16% | 45 |
|
|
2024
Q4 | $345K | Hold |
3,816
| – | – | 0.17% | 43 |
|
|
2024
Q3 | $308K | Sell |
3,816
-1,108
| -23% | -$89.5K | 0.15% | 41 |
|
|
2024
Q2 | $333K | Buy |
4,924
+1,213
| +33% | +$82.1K | 0.18% | 41 |
|
|
2024
Q1 | $223K | Buy |
+3,711
| New | +$223K | 2.3% | 6 |
|