Monterey Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $375K | Buy |
4,271
+2
| +0% | +$176 | 0.11% | 82 |
|
|
2024
Q4 | $386K | Hold |
4,269
| – | – | 0.13% | 75 |
|
|
2024
Q3 | $345K | Buy |
4,269
+5
| +0.1% | +$404 | 0.12% | 84 |
|
|
2024
Q2 | $289K | Buy |
4,264
+593
| +16% | +$40.2K | 0.11% | 91 |
|
|
2024
Q1 | $221K | Buy |
+3,671
| New | +$221K | 0.09% | 101 |
|
|
2023
Q3 | – | Sell |
-3,879
| Closed | -$203K | – | 104 |
|
|
2023
Q2 | $203K | Buy |
+3,879
| New | +$203K | 0.1% | 101 |
|