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 |
|