Ridgecrest Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $701K | Hold |
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|
2025
Q2 | $665K | Sell |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $679K | Sell |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $437K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $429K | Sell |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $387K | Buy |
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