Mosaic Family Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
25,503
+65
| +0.3% | +$6.36K | 0.32% | 39 |
|
|
2025
Q1 | $2.23M | Sell |
25,438
-268
| -1% | -$23.5K | 0.32% | 39 |
|
|
2024
Q4 | $2.32M | Buy |
25,706
+2,047
| +9% | +$185K | 0.34% | 35 |
|
|
2024
Q3 | $1.91M | Sell |
23,659
-43
| -0.2% | -$3.47K | 0.28% | 38 |
|
|
2024
Q2 | $1.6M | Sell |
23,702
-198
| -0.8% | -$13.4K | 0.26% | 45 |
|
|
2024
Q1 | $1.44M | Buy |
23,900
+188
| +0.8% | +$11.3K | 0.24% | 49 |
|
|
2023
Q4 | $1.25M | Buy |
23,712
+120
| +0.5% | +$6.31K | 0.21% | 53 |
|
|
2023
Q3 | $1.26M | Buy |
23,592
+3,789
| +19% | +$202K | 0.25% | 47 |
|
|
2023
Q2 | $1.04M | Buy |
19,803
+18
| +0.1% | +$943 | 0.2% | 54 |
|
|
2023
Q1 | $972K | Sell |
19,785
-78
| -0.4% | -$3.83K | 0.2% | 60 |
|
|
2022
Q4 | $939K | Buy |
+19,863
| New | +$939K | 0.26% | 61 |
|