Lodestone Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $672K | Buy |
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|
2025
Q2 | $629K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $584K | Buy |
|
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|
2024
Q3 | $500K | Buy |
|
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|
2024
Q2 | $367K | Buy |
|
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $265K | Buy |
|