Sound Financial Strategies Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Sell |
|
|||||
|
2025
Q2 | $804K | Buy |
|
|||||
|
2025
Q1 | $207K | Sell |
|
|||||
|
2024
Q4 | $254K | Sell |
|
|||||
|
2024
Q3 | $245K | Sell |
|
|||||
|
2024
Q2 | $228K | Sell |
|
|||||
|
2024
Q1 | $633K | Sell |
|
|||||
|
2023
Q4 | $559K | Sell |
|
|||||
|
2023
Q3 | $943K | Sell |
|
|||||
|
2023
Q2 | $998K | Sell |
|
|||||
|
2023
Q1 | $1.04M | Buy |
|
|||||
|
2022
Q4 | $396K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $811K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $583K | Buy |
|
|||||
|
2020
Q3 | $513K | Sell |
|
|||||
|
2020
Q2 | $446K | Sell |
|
|||||
|
2020
Q1 | $423K | Sell |
|
|||||
|
2019
Q4 | $1.37M | Buy |
|