Rockline 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 | $7.94M | Buy |
81,195
+32,515
| +67% | +$3.18M | 1.88% | 14 |
|
|
2025
Q1 | $4.27M | Buy |
48,680
+1,551
| +3% | +$136K | 1.19% | 27 |
|
|
2024
Q4 | $4.26M | Buy |
47,129
+2,369
| +5% | +$214K | 1.14% | 26 |
|
|
2024
Q3 | $3.61M | Buy |
44,760
+1,513
| +3% | +$122K | 1.02% | 32 |
|
|
2024
Q2 | $2.93M | Buy |
43,247
+1,188
| +3% | +$80.4K | 0.9% | 35 |
|
|
2024
Q1 | $2.53M | Buy |
42,059
+1,148
| +3% | +$69.1K | 0.88% | 40 |
|
|
2023
Q4 | $2.15M | Buy |
+40,911
| New | +$2.15M | 0.89% | 40 |
|