RIS
Retirement Income Solutions’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+2,061
| New | +$202K | 0.04% | 155 |
|
|
2024
Q4 | – | Sell |
-2,961
| Closed | -$239K | – | 155 |
|
|
2024
Q3 | $239K | Sell |
2,961
-169
| -5% | -$13.6K | 0.05% | 126 |
|
|
2024
Q2 | $212K | Sell |
3,130
-244
| -7% | -$16.5K | 0.05% | 132 |
|
|
2024
Q1 | $203K | Buy |
+3,374
| New | +$203K | 0.05% | 150 |
|
|
2019
Q4 | – | Sell |
-1,965
| Closed | -$233K | – | 81 |
|
|
2019
Q3 | $233K | Buy |
+1,965
| New | +$233K | 0.12% | 64 |
|