LifePlan Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
11,794
| – | – | 0.96% | 30 |
|
|
2025
Q1 | $1.04M | Sell |
11,794
-155
| -1% | -$13.6K | 0.9% | 31 |
|
|
2024
Q4 | $1.08M | Buy |
11,949
+5,881
| +97% | +$531K | 0.95% | 28 |
|
|
2024
Q3 | $490K | Buy |
6,068
+402
| +7% | +$32.5K | 0.42% | 63 |
|
|
2024
Q2 | $384K | Sell |
5,666
-85
| -1% | -$5.76K | 0.35% | 72 |
|
|
2024
Q1 | $346K | Hold |
5,751
| – | – | 0.32% | 78 |
|
|
2023
Q4 | $302K | Buy |
+5,751
| New | +$302K | 0.3% | 76 |
|