Mark Sheptoff Financial Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $170K | Hold |
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|
2024
Q2 | $142K | Sell |
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|
2024
Q1 | $168K | Sell |
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $196K | Sell |
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|
2022
Q1 | $976K | Buy |
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|
2021
Q4 | $926K | Sell |
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|
2021
Q3 | $971K | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $175K | Sell |
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|
2019
Q4 | $387K | Buy |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $264K | Buy |
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|
2019
Q1 | $170K | Buy |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $50K | Buy |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $13K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $6K | Sell |
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|
2015
Q3 | $8K | Buy |
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