Lodestone Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
6,437
-260
| -4% | -$25.4K | 0.31% | 82 |
|
|
2025
Q1 | $588K | Buy |
6,697
+237
| +4% | +$20.8K | 0.31% | 77 |
|
|
2024
Q4 | $584K | Buy |
6,460
+265
| +4% | +$23.9K | 0.29% | 81 |
|
|
2024
Q3 | $500K | Buy |
6,195
+776
| +14% | +$62.7K | 0.25% | 88 |
|
|
2024
Q2 | $367K | Buy |
5,419
+95
| +2% | +$6.43K | 0.19% | 113 |
|
|
2024
Q1 | $320K | Sell |
5,324
-31
| -0.6% | -$1.87K | 0.17% | 120 |
|
|
2023
Q4 | $281K | Buy |
5,355
+6
| +0.1% | +$315 | 0.16% | 122 |
|
|
2023
Q3 | $285K | Sell |
5,349
-108
| -2% | -$5.76K | 0.2% | 107 |
|
|
2023
Q2 | $286K | Sell |
5,457
-162
| -3% | -$8.49K | 0.2% | 113 |
|
|
2023
Q1 | $276K | Buy |
5,619
+3
| +0.1% | +$147 | 0.21% | 110 |
|
|
2022
Q4 | $265K | Buy |
+5,616
| New | +$265K | 0.21% | 104 |
|