Rooted Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
5,255
+677
| +15% | +$63.9K | 0.17% | 69 |
|
|
2025
Q1 | $381K | Buy |
4,578
+234
| +5% | +$19.5K | 0.16% | 68 |
|
|
2024
Q4 | $394K | Buy |
4,344
+110
| +3% | +$9.98K | 0.15% | 67 |
|
|
2024
Q3 | $335K | Sell |
4,234
-98
| -2% | -$7.75K | 0.15% | 69 |
|
|
2024
Q2 | $307K | Buy |
+4,332
| New | +$307K | 0.14% | 70 |
|
|
2023
Q2 | – | Sell |
-5,601
| Closed | -$277K | – | 103 |
|
|
2023
Q1 | $277K | Buy |
5,601
+90
| +2% | +$4.45K | 0.21% | 60 |
|
|
2022
Q4 | $260K | Buy |
+5,511
| New | +$260K | 0.22% | 56 |
|