Perissos Private Wealth 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 | $768K | Sell |
7,858
-72
| -0.9% | -$7.04K | 0.61% | 41 |
|
|
2025
Q1 | $696K | Sell |
7,930
-201
| -2% | -$17.6K | 0.63% | 41 |
|
|
2024
Q4 | $735K | Buy |
8,131
+131
| +2% | +$11.8K | 0.55% | 48 |
|
|
2024
Q3 | $646K | Buy |
8,000
+17
| +0.2% | +$1.37K | 0.52% | 50 |
|
|
2024
Q2 | $541K | Buy |
7,983
+327
| +4% | +$22.1K | 0.48% | 51 |
|
|
2024
Q1 | $461K | Buy |
+7,656
| New | +$461K | 0.42% | 49 |
|