Partners in Financial Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Hold |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $552K | Hold |
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|
2024
Q3 | $493K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $231K | Buy |
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