Schulz Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
4,209
| – | – | 0.31% | 43 |
|
|
2025
Q1 | $370K | Sell |
4,209
-251
| -6% | -$22K | 0.28% | 42 |
|
|
2024
Q4 | $403K | Buy |
4,460
+59
| +1% | +$5.33K | 0.31% | 39 |
|
|
2024
Q3 | $355K | Hold |
4,401
| – | – | 0.27% | 45 |
|
|
2024
Q2 | $298K | Sell |
4,401
-360
| -8% | -$24.4K | 0.25% | 44 |
|
|
2024
Q1 | $286K | Hold |
4,761
| – | – | 0.24% | 44 |
|
|
2023
Q4 | $250K | Buy |
+4,761
| New | +$250K | 0.24% | 42 |
|