Planning Directions’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $767K | Sell |
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|
2024
Q2 | $719K | Sell |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $565K | Hold |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $513K | Hold |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $815K | Buy |
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