Planned Solutions’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 | $560K | Buy |
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|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $356K | Hold |
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|
2020
Q3 | $346K | Buy |
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