Treasure Coast Financial Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Hold |
5,016
| – | – | 0.29% | 27 |
|
|
2025
Q1 | $440K | Buy |
5,016
+1,000
| +25% | +$87.8K | 0.27% | 27 |
|
|
2024
Q4 | $363K | Hold |
4,016
| – | – | 0.24% | 29 |
|
|
2024
Q3 | $324K | Sell |
4,016
-12
| -0.3% | -$969 | 0.2% | 28 |
|
|
2024
Q2 | $273K | Hold |
4,028
| – | – | 0.18% | 29 |
|
|
2024
Q1 | $242K | Buy |
+4,028
| New | +$242K | 0.16% | 31 |
|