Meritas 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
$670K Sell
2025
Q2
$660K Hold
2025
Q1
$593K Hold
2024
Q4
$610K Sell
2024
Q3
$569K Buy
2024
Q2
$457K Sell
2024
Q1
$453K Buy
2023
Q4
$364K Hold
2023
Q3
$370K Sell
2023
Q2
$415K Hold
2023
Q1
$390K Hold
2022
Q4
$375K Buy