Sequent Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
3,369
+156
| +5% | +$15.3K | 0.1% | 117 |
|
|
2025
Q1 | $282K | Sell |
3,213
-144
| -4% | -$12.6K | 0.1% | 121 |
|
|
2024
Q4 | $303K | Sell |
3,357
-2,273
| -40% | -$205K | 0.11% | 114 |
|
|
2024
Q3 | $455K | Sell |
5,630
-40
| -0.7% | -$3.23K | 0.16% | 92 |
|
|
2024
Q2 | $383K | Sell |
5,670
-3
| -0.1% | -$202 | 0.13% | 97 |
|
|
2024
Q1 | $341K | Buy |
+5,673
| New | +$341K | 0.12% | 105 |
|