Provenance Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
8,077
-123
| -2% | -$12K | 0.11% | 47 |
|
|
2025
Q1 | $720K | Sell |
8,200
-2,704
| -25% | -$237K | 0.1% | 49 |
|
|
2024
Q4 | $985K | Sell |
10,904
-20,173
| -65% | -$1.82M | 0.13% | 50 |
|
|
2024
Q3 | $2.51M | Buy |
31,077
+3,094
| +11% | +$250K | 0.31% | 25 |
|
|
2024
Q2 | $1.89M | Sell |
27,983
-1,274
| -4% | -$86.3K | 0.26% | 29 |
|
|
2024
Q1 | $1.76M | Buy |
29,257
+1,834
| +7% | +$110K | 0.25% | 31 |
|
|
2023
Q4 | $1.44M | Buy |
27,423
+864
| +3% | +$45.4K | 0.19% | 38 |
|
|
2023
Q3 | $1.42M | Buy |
+26,559
| New | +$1.42M | 0.23% | 32 |
|