RKL Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
30,449
+1,199
| +4% | +$117K | 0.26% | 54 |
|
|
2025
Q1 | $2.57M | Sell |
29,250
-274
| -0.9% | -$24.1K | 0.24% | 58 |
|
|
2024
Q4 | $2.67M | Buy |
29,524
+142
| +0.5% | +$12.8K | 0.24% | 58 |
|
|
2024
Q3 | $2.37M | Buy |
29,382
+2,412
| +9% | +$195K | 0.21% | 58 |
|
|
2024
Q2 | $1.83M | Buy |
26,970
+178
| +0.7% | +$12.1K | 0.18% | 61 |
|
|
2024
Q1 | $1.61M | Buy |
26,792
+1,607
| +6% | +$96.7K | 0.16% | 65 |
|
|
2023
Q4 | $1.32M | Sell |
25,185
-63
| -0.2% | -$3.31K | 0.14% | 72 |
|
|
2023
Q3 | $1.35M | Buy |
25,248
+522
| +2% | +$27.8K | 0.16% | 65 |
|
|
2023
Q2 | $1.3M | Buy |
24,726
+20,232
| +450% | +$1.06M | 0.15% | 66 |
|
|
2023
Q1 | $221K | Buy |
+4,494
| New | +$221K | 0.03% | 126 |
|
|
2019
Q4 | – | Sell |
-5,274
| Closed | -$209K | – | 124 |
|
|
2019
Q3 | $209K | Buy |
+5,274
| New | +$209K | 0.04% | 120 |
|