Strait & Sound 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 | $2.52M | Sell |
25,795
-81
| -0.3% | -$7.92K | 1.07% | 21 |
|
|
2025
Q1 | $2.27M | Buy |
25,876
+6,990
| +37% | +$614K | 1.06% | 21 |
|
|
2024
Q4 | $1.71M | Buy |
18,886
+235
| +1% | +$21.2K | 0.79% | 23 |
|
|
2024
Q3 | $1.51M | Buy |
18,651
+1,068
| +6% | +$86.2K | 0.73% | 25 |
|
|
2024
Q2 | $1.19M | Buy |
17,583
+426
| +2% | +$28.8K | 0.61% | 29 |
|
|
2024
Q1 | $1.03M | Sell |
17,157
-441
| -3% | -$26.5K | 0.58% | 31 |
|
|
2023
Q4 | $945K | Sell |
17,598
-132
| -0.7% | -$7.09K | 0.59% | 34 |
|
|
2023
Q3 | $945K | Buy |
17,730
+36
| +0.2% | +$1.92K | 0.81% | 29 |
|
|
2023
Q2 | $927K | Sell |
17,694
-3,402
| -16% | -$178K | 0.92% | 26 |
|
|
2023
Q1 | $1.04M | Hold |
21,096
| – | – | 1.03% | 19 |
|
|
2022
Q4 | $1.02M | Buy |
+21,096
| New | +$1.02M | 1.11% | 21 |
|