Sendero 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 | $482K | Buy |
4,926
+11
| +0.2% | +$1.08K | 0.06% | 145 |
|
|
2025
Q1 | $432K | Buy |
4,915
+211
| +4% | +$18.5K | 0.06% | 144 |
|
|
2024
Q4 | $425K | Buy |
4,704
+231
| +5% | +$20.9K | 0.06% | 139 |
|
|
2024
Q3 | $361K | Buy |
4,473
+5
| +0.1% | +$404 | 0.06% | 139 |
|
|
2024
Q2 | $303K | Buy |
4,468
+112
| +3% | +$7.58K | 0.05% | 143 |
|
|
2024
Q1 | $262K | Buy |
4,356
+447
| +11% | +$26.9K | 0.05% | 148 |
|
|
2023
Q4 | $205K | Buy |
3,909
+6
| +0.2% | +$315 | 0.04% | 146 |
|
|
2023
Q3 | $208K | Buy |
3,903
+6
| +0.2% | +$320 | 0.04% | 149 |
|
|
2023
Q2 | $204K | Buy |
+3,897
| New | +$204K | 0.04% | 146 |
|