PRI
Prepared Retirement Institute’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
3,008
+85
| +3% | +$8.31K | 0.17% | 65 |
|
|
2025
Q1 | $257K | Sell |
2,923
-980
| -25% | -$86K | 0.16% | 75 |
|
|
2024
Q4 | $353K | Hold |
3,903
| – | – | 0.2% | 51 |
|
|
2024
Q3 | $315K | Hold |
3,903
| – | – | 0.19% | 55 |
|
|
2024
Q2 | $264K | Hold |
3,903
| – | – | 0.18% | 66 |
|
|
2024
Q1 | $235K | Buy |
3,903
+2,602
| +200% | +$157K | 0.18% | 59 |
|
|
2023
Q4 | $205K | Buy |
+1,301
| New | +$205K | 0.15% | 72 |
|