Spartan Planning & 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 | $906K | Buy |
9,267
+3,821
| +70% | +$374K | 0.78% | 27 |
|
|
2025
Q1 | $478K | Sell |
5,446
-3,204
| -37% | -$281K | 0.46% | 38 |
|
|
2024
Q4 | $782K | Buy |
+8,650
| New | +$782K | 0.71% | 32 |
|
|
2023
Q4 | $177K | Buy |
3,360
+2,022
| +151% | +$106K | 0.19% | 61 |
|
|
2023
Q3 | $71.3K | Buy |
+1,338
| New | +$71.3K | 0.08% | 81 |
|
|
2022
Q4 | $116K | Buy |
+2,448
| New | +$116K | 0.14% | 76 |
|
|
2022
Q2 | – | Sell |
-1,992
| Closed | -$99K | – | 160 |
|
|
2022
Q1 | $99K | Buy |
+1,992
| New | +$99K | 0.12% | 69 |
|