Trajan Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
189,221
-32,220
| -15% | -$3.15M | 0.9% | 33 |
|
|
2025
Q1 | $19.4M | Buy |
221,441
+9,229
| +4% | +$810K | 1.06% | 25 |
|
|
2024
Q4 | $19.2M | Buy |
212,212
+12,732
| +6% | +$1.15M | 1.06% | 26 |
|
|
2024
Q3 | $16.1M | Buy |
199,480
+12,751
| +7% | +$1.03M | 0.95% | 29 |
|
|
2024
Q2 | $12.6M | Buy |
186,729
+29,713
| +19% | +$2.01M | 0.81% | 34 |
|
|
2024
Q1 | $9.45M | Buy |
+157,016
| New | +$9.45M | 0.64% | 43 |
|