TFC Financial Management’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 | $868K | Buy |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $842K | Sell |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $608K | Hold |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $492K | Hold |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $494K | Hold |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $463K | Hold |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $446K | Hold |
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|
2020
Q3 | $433K | Buy |
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