Planning Center Inc’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 | $620K | Hold |
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|
2025
Q2 | $588K | Hold |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $534K | Sell |
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|
2024
Q3 | $484K | Hold |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $241K | Buy |
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