Traphagen Investment Advisors’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Sell	14,846 -22	-0.1%	-$2.7K	0.15%	58
2025 Q4	$1.66M	Buy	14,868 +175	+1%	+$18.8K	0.14%	58
2025 Q3	$1.51M	Buy	14,693 +76	+0.5%	+$7.57K	0.13%	59
2025 Q2	$1.43M	Buy	14,617 +1,219	+9%	+$116K	0.14%	57
2025 Q1	$1.18M	Sell	13,398 -230	-2%	-$21.6K	0.12%	60
2024 Q4	$1.23M	Sell	13,628 -296	-2%	-$25.7K	0.13%	61
2024 Q3	$1.12M	Buy	13,924 +67	+0.5%	+$4.92K	0.11%	64
2024 Q2	$938K	Buy	13,857 +114	+0.8%	+$7.18K	0.1%	69
2024 Q1	$827K	Buy	13,743 +75	+0.5%	+$4.29K	0.09%	77
2023 Q4	$718K	Sell	13,668 -138	-1%	-$7.3K	0.08%	79
2023 Q3	$736K	Buy	13,806 +708	+5%	+$37.7K	0.09%	69
2023 Q2	$686K	Buy	13,098 +7,488	+133%	+$378K	0.09%	70
2023 Q1	$276K	Sell	5,610 -39	-0.7%	-$1.85K	0.04%	132
2022 Q4	$271K	Buy	5,649 +219	+4%	+$10.4K	0.04%	127
2022 Q3	$235K	Buy	5,430 +24	+0.4%	+$1.05K	0.04%	122
2022 Q2	$219K	Buy	5,406 +42	+0.8%	+$1.94K	0.04%	130
2022 Q1	$266K	Buy	5,364 +660	+14%	+$31K	0.04%	117
2021 Q4	$227K	Buy	+4,704	New	+$225K	0.04%	126