Precedent Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
8,424
-130
| -2% | -$12.7K | 0.2% | 112 |
|
|
2025
Q1 | $751K | Buy |
8,554
+197
| +2% | +$17.3K | 0.21% | 108 |
|
|
2024
Q4 | $755K | Buy |
8,357
+493
| +6% | +$44.5K | 0.25% | 101 |
|
|
2024
Q3 | $635K | Hold |
7,864
| – | – | 0.21% | 100 |
|
|
2024
Q2 | $532K | Sell |
7,864
-326
| -4% | -$22.1K | 0.21% | 100 |
|
|
2024
Q1 | $493K | Buy |
8,190
+495
| +6% | +$29.8K | 0.21% | 98 |
|
|
2023
Q4 | $404K | Buy |
+7,695
| New | +$404K | 0.21% | 97 |
|