Peak Planning Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23M | Buy |
|
|||||
|
2025
Q4 | $1.99M | Buy |
|
|||||
|
2025
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q4 | $1.58M | Buy |
|
|||||
|
2024
Q2 | $1.25M | Buy |
|
|||||
|
2024
Q1 | $905K | Buy |
|
|||||
|
2023
Q4 | $774K | Buy |
|
|||||
|
2023
Q3 | $764K | Buy |
|
|||||
|
2023
Q2 | $739K | Sell |
|
|||||
|
2023
Q1 | $706K | Buy |
|
|||||
|
2022
Q4 | $657K | Buy |
|
|||||
|
2022
Q3 | $584K | Buy |
|
|||||
|
2022
Q2 | $351K | Buy |
|
|||||
|
2021
Q4 | $639K | Buy |
|
|||||
|
2021
Q3 | $614K | Buy |
|