Sweet Financial Partners’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $972K | Buy |
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|
2024
Q2 | $815K | Buy |
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|
2024
Q1 | $724K | Buy |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $529K | Hold |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $491K | Buy |
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