Pine Harbor 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 | $379K | Sell |
3,876
-16
| -0.4% | -$1.56K | 0.13% | 67 |
|
|
2025
Q1 | $342K | Hold |
3,892
| – | – | 0.14% | 62 |
|
|
2024
Q4 | $352K | Buy |
3,892
+3
| +0.1% | +$271 | 0.14% | 64 |
|
|
2024
Q3 | $314K | Buy |
3,889
+11
| +0.3% | +$888 | 0.16% | 75 |
|
|
2024
Q2 | $263K | Sell |
3,878
-19
| -0.5% | -$1.29K | 0.15% | 78 |
|
|
2024
Q1 | $234K | Sell |
3,897
-1,446
| -27% | -$87K | 0.15% | 83 |
|
|
2023
Q4 | $281K | Buy |
+5,343
| New | +$281K | 0.21% | 73 |
|