Meritas 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 | $660K | Hold |
6,752
| – | – | 0.36% | 31 |
|
|
2025
Q1 | $593K | Hold |
6,752
| – | – | 0.35% | 31 |
|
|
2024
Q4 | $610K | Sell |
6,752
-300
| -4% | -$27.1K | 0.37% | 28 |
|
|
2024
Q3 | $569K | Buy |
7,052
+300
| +4% | +$24.2K | 0.35% | 29 |
|
|
2024
Q2 | $457K | Sell |
6,752
-774
| -10% | -$52.4K | 0.32% | 31 |
|
|
2024
Q1 | $453K | Buy |
7,526
+590
| +9% | +$35.5K | 0.32% | 31 |
|
|
2023
Q4 | $364K | Hold |
6,936
| – | – | 0.27% | 32 |
|
|
2023
Q3 | $370K | Sell |
6,936
-990
| -12% | -$52.8K | 0.28% | 30 |
|
|
2023
Q2 | $415K | Hold |
7,926
| – | – | 0.31% | 30 |
|
|
2023
Q1 | $390K | Hold |
7,926
| – | – | 0.31% | 30 |
|
|
2022
Q4 | $375K | Buy |
+7,926
| New | +$375K | 0.31% | 34 |
|