Palisades Hudson Asset 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 | $370K | Buy |
3,785
+18
| +0.5% | +$1.76K | 0.14% | 69 |
|
|
2025
Q1 | $330K | Buy |
3,767
+9
| +0.2% | +$788 | 0.15% | 72 |
|
|
2024
Q4 | $339K | Hold |
3,758
| – | – | 0.14% | 74 |
|
|
2024
Q3 | $303K | Buy |
3,758
+141
| +4% | +$11.4K | 0.13% | 77 |
|
|
2024
Q2 | $245K | Buy |
3,617
+24
| +0.7% | +$1.63K | 0.11% | 85 |
|
|
2024
Q1 | $217K | Buy |
+3,593
| New | +$217K | 0.1% | 90 |
|