REDW Wealth’s Walmart WMT Stock Holding History

REDW Wealth’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$705K	Buy	7,206 +79	+1%	+$7.73K	0.28%	52
2025 Q1	$626K	Sell	7,127 -177	-2%	-$15.5K	0.23%	52
2024 Q4	$660K	Sell	7,304 -4,164	-36%	-$376K	0.23%	55
2024 Q3	$926K	Sell	11,468 -3,138	-21%	-$253K	0.24%	62
2024 Q2	$989K	Sell	14,606 -220	-1%	-$14.9K	0.26%	55
2024 Q1	$892K	Sell	14,826 -1,413	-9%	-$85K	0.24%	56
2023 Q4	$853K	Sell	16,239 -207	-1%	-$10.9K	0.24%	57
2023 Q3	$877K	Hold	16,446	–	–	0.27%	51
2023 Q2	$862K	Sell	16,446 -6,318	-28%	-$331K	0.26%	52
2023 Q1	$1.12M	Buy	22,764 +2,226	+11%	+$109K	0.36%	41
2022 Q4	$971K	Sell	20,538 -3,498	-15%	-$165K	0.34%	39
2022 Q3	$1.04M	Buy	24,036 +6,840	+40%	+$296K	0.4%	35
2022 Q2	$697K	Buy	17,196 +1,557	+10%	+$63.1K	0.26%	48
2022 Q1	$776K	Sell	15,639 -2,100	-12%	-$104K	0.23%	45
2021 Q4	$856K	Sell	17,739 -1,056	-6%	-$51K	0.25%	40
2021 Q3	$873K	Sell	18,795 -603	-3%	-$28K	0.28%	39
2021 Q2	$912K	Sell	19,398 -636	-3%	-$29.9K	0.29%	36
2021 Q1	$907K	Hold	20,034	–	–	0.3%	34
2020 Q4	$963K	Sell	20,034 -300	-1%	-$14.4K	0.36%	28
2020 Q3	$948K	Buy	20,334 +1,449	+8%	+$67.6K	0.4%	26
2020 Q2	$754K	Buy	18,885 +54	+0.3%	+$2.16K	0.37%	28
2020 Q1	$713K	Sell	18,831 -873	-4%	-$33.1K	0.45%	26
2019 Q4	$781K	Sell	19,704 -1,059	-5%	-$42K	0.44%	26
2019 Q3	$821K	Buy	20,763 +6,207	+43%	+$245K	0.48%	26
2019 Q2	$536K	Hold	14,556	–	–	0.32%	33
2019 Q1	$473K	Hold	14,556	–	–	0.29%	34
2018 Q4	$452K	Hold	14,556	–	–	0.31%	32
2018 Q3	$456K	Hold	14,556	–	–	0.3%	38
2018 Q2	$416K	Hold	14,556	–	–	0.3%	40
2018 Q1	$432K	Hold	14,556	–	–	0.32%	40
2017 Q4	$479K	Hold	14,556	–	–	0.37%	35
2017 Q3	$379K	Sell	14,556 -738	-5%	-$19.2K	0.31%	41
2017 Q2	$386K	Hold	15,294	–	–	0.38%	39
2017 Q1	$367K	Hold	15,294	–	–	0.37%	41
2016 Q4	$352K	Buy	+15,294	New	+$352K	0.4%	42