Motive 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 | $509K | Buy |
5,207
+653
| +14% | +$63.9K | 0.23% | 43 |
|
|
2025
Q1 | $400K | Sell |
4,554
-295
| -6% | -$25.9K | 0.21% | 48 |
|
|
2024
Q4 | $438K | Buy |
4,849
+412
| +9% | +$37.2K | 0.24% | 44 |
|
|
2024
Q3 | $300K | Hold |
4,437
| – | – | 0.18% | 54 |
|
|
2024
Q2 | $300K | Sell |
4,437
-54
| -1% | -$3.66K | 0.18% | 54 |
|
|
2024
Q1 | $270K | Buy |
+4,491
| New | +$270K | 0.16% | 60 |
|
|
2023
Q4 | – | Sell |
-4,404
| Closed | -$235K | – | 50 |
|
|
2023
Q3 | $235K | Sell |
4,404
-342
| -7% | -$18.2K | 0.26% | 43 |
|
|
2023
Q2 | $249K | Sell |
4,746
-18
| -0.4% | -$943 | 0.26% | 46 |
|
|
2023
Q1 | $234K | Sell |
4,764
-504
| -10% | -$24.8K | 0.26% | 48 |
|
|
2022
Q4 | $249K | Buy |
+5,268
| New | +$249K | 0.19% | 54 |
|