Phillips Wealth Planners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
7,606
+4,829
| +174% | +$469K | 0.67% | 43 |
|
|
2025
Q1 | $258K | Sell |
2,777
-173
| -6% | -$16.1K | 0.27% | 133 |
|
|
2024
Q4 | $274K | Sell |
2,950
-2,175
| -42% | -$202K | 0.27% | 128 |
|
|
2024
Q3 | $416K | Buy |
5,125
+82
| +2% | +$6.66K | 0.4% | 85 |
|
|
2024
Q2 | $355K | Sell |
5,043
-948
| -16% | -$66.7K | 0.37% | 92 |
|
|
2024
Q1 | $358K | Buy |
5,991
+426
| +8% | +$25.5K | 0.41% | 84 |
|
|
2023
Q4 | $303K | Buy |
5,565
+420
| +8% | +$22.9K | 0.36% | 94 |
|
|
2023
Q3 | $276K | Buy |
5,145
+477
| +10% | +$25.6K | 0.37% | 106 |
|
|
2023
Q2 | $245K | Buy |
+4,668
| New | +$245K | 0.32% | 116 |
|