Litman Gregory 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
2025 Q4	$303K	Hold	2,717	–	–	0.02%	122
2025 Q3	$280K	Sell	2,717 -60	-2%	-$5.97K	0.02%	128
2025 Q2	$272K	Buy	2,777 +250	+10%	+$23.8K	0.02%	122
2025 Q1	$222K	Hold	2,527	–	–	0.02%	131
2024 Q4	$228K	Hold	2,527	–	–	0.02%	124
2024 Q3	$204K	Buy	+2,527	New	+$186K	0.02%	135
2021 Q2	–	Sell	-90	Closed	-$4K	–	191
2021 Q1	$4K	Hold	90	–	–	﹤0.01%	173
2020 Q4	$4K	Sell	90 -93	-51%	-$4.52K	﹤0.01%	174
2020 Q3	$9K	Buy	183 +93	+103%	+$4.13K	﹤0.01%	152
2020 Q2	$4K	Hold	90	–	–	﹤0.01%	155
2020 Q1	$3K	Sell	90 -120	-57%	-$4.62K	﹤0.01%	150
2019 Q4	$8K	Sell	210 -336	-62%	-$13.3K	﹤0.01%	156
2019 Q3	$22K	Sell	546 -456	-46%	-$17.2K	0.01%	108
2019 Q2	$37K	Buy	+1,002	New	+$34.5K	0.01%	105
2018 Q2	–	Sell	-2,100	Closed	-$62K	–	166
2018 Q1	$62K	Buy	+2,100	New	+$67.5K	0.03%	85