Lantern Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
+4,172
| New | +$408K | 0.24% | 92 |
|
|
2024
Q4 | $367K | Buy |
4,060
+542
| +15% | +$49K | 0.24% | 88 |
|
|
2024
Q3 | $284K | Buy |
3,518
+3
| +0.1% | +$242 | 0.2% | 98 |
|
|
2024
Q2 | $238K | Buy |
3,515
+9
| +0.3% | +$609 | 0.17% | 110 |
|
|
2024
Q1 | $211K | Sell |
3,506
-1,795
| -34% | -$108K | 0.15% | 121 |
|
|
2023
Q4 | $279K | Buy |
+5,301
| New | +$279K | 0.22% | 91 |
|