Modern 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 | $6.56M | Buy |
67,075
+4,873
| +8% | +$476K | 0.16% | 133 |
|
|
2025
Q1 | $5.46M | Buy |
62,202
+8,234
| +15% | +$723K | 0.17% | 115 |
|
|
2024
Q4 | $4.88M | Buy |
53,968
+14,355
| +36% | +$1.3M | 0.18% | 111 |
|
|
2024
Q3 | $3.2M | Buy |
39,613
+5,385
| +16% | +$435K | 0.2% | 86 |
|
|
2024
Q2 | $2.32M | Buy |
34,228
+5,737
| +20% | +$388K | 0.17% | 78 |
|
|
2024
Q1 | $1.71M | Buy |
28,491
+1,704
| +6% | +$103K | 0.16% | 84 |
|
|
2023
Q4 | $1.41M | Buy |
+26,787
| New | +$1.41M | 0.18% | 48 |
|