Phillips Financial Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $816K | Buy |
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|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $646K | Buy |
|
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $477K | Buy |
|
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Buy |
|