Private Wealth Management Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.8K | Buy |
1,021
+144
| +16% | +$14.1K | 0.03% | 119 |
|
|
2025
Q1 | $77K | Sell |
877
-132
| -13% | -$11.6K | 0.03% | 133 |
|
|
2024
Q4 | $91.2K | Buy |
1,009
+157
| +18% | +$14.2K | 0.03% | 117 |
|
|
2024
Q3 | $68.8K | Hold |
852
| – | – | 0.03% | 136 |
|
|
2024
Q2 | $57.7K | Buy |
852
+3
| +0.4% | +$203 | 0.03% | 148 |
|
|
2024
Q1 | $51.1K | Sell |
849
-96
| -10% | -$5.78K | 0.02% | 153 |
|
|
2023
Q4 | $49.7K | Buy |
+945
| New | +$49.7K | 0.02% | 155 |
|