MN Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
12,300
+751
| +7% | +$73.4K | 0.7% | 32 |
|
|
2025
Q1 | $1.01M | Buy |
11,549
+55
| +0.5% | +$4.83K | 0.6% | 43 |
|
|
2024
Q4 | $1.04M | Buy |
11,494
+2,042
| +22% | +$184K | 0.58% | 41 |
|
|
2024
Q3 | $877K | Sell |
9,452
-203
| -2% | -$18.8K | 0.5% | 45 |
|
|
2024
Q2 | $749K | Sell |
9,655
-1,175
| -11% | -$91.2K | 0.43% | 48 |
|
|
2024
Q1 | $652K | Buy |
10,830
+171
| +2% | +$10.3K | 0.4% | 53 |
|
|
2023
Q4 | $560K | Buy |
+10,659
| New | +$560K | 0.39% | 55 |
|