Quotient 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
$2.31M Sell
23,618
-603
-2% -$59K 0.07% 70
2025
Q1
$2.13M Sell
24,221
-493
-2% -$43.3K 0.07% 67
2024
Q4
$2.23M Sell
24,714
-245
-1% -$22.1K 0.07% 62
2024
Q3
$2.02M Sell
24,959
-3,793
-13% -$306K 0.07% 67
2024
Q2
$1.95M Sell
28,752
-22,696
-44% -$1.54M 0.07% 62
2024
Q1
$3.1M Sell
51,448
-27,806
-35% -$1.67M 0.11% 58
2023
Q4
$4.16M Buy
+79,254
New +$4.16M 0.16% 63