Triad Financial Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$282K Buy
2023
Q2
$252K Buy
2023
Q1
$236K Sell
2022
Q4
$233K Sell
2022
Q3
$229K Buy
2022
Q2
$210K Buy
2022
Q1
$258K Sell
2021
Q4
$425K Buy