Stonebridge Financial Planning 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
Q2 | $907K | Buy |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $117K | Buy |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $126K | Buy |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $73K | Buy |
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|
2019
Q4 | $18K | Buy |
|