Sweet Financial Partners’s Walmart Inc 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	12,036 +2	+0%	+$147	0.21%	82
2024 Q2	$815K	Buy	12,034 +7	+0.1%	+$441	0.19%	87
2024 Q1	$724K	Buy	12,027 +150	+1%	+$8.58K	0.17%	99
2023 Q4	$624K	Buy	11,877 +468	+4%	+$24.8K	0.15%	102
2023 Q3	$608K	Buy	11,409 +3	+0%	+$160	0.16%	88
2023 Q2	$598K	Buy	11,406 +204	+2%	+$10.3K	0.16%	95
2023 Q1	$551K	Buy	11,202 +3	+0%	+$142	0.15%	99
2022 Q4	$529K	Hold	11,199	–	–	0.16%	96
2022 Q3	$484K	Sell	11,199 -411	-4%	-$18K	0.15%	93
2022 Q2	$470K	Sell	11,610 -2,277	-16%	-$105K	0.15%	92
2022 Q1	$689K	Buy	13,887 +3,714	+37%	+$174K	0.18%	69
2021 Q4	$491K	Buy	+10,173	New	+$486K	0.2%	70