Triad Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
12,496
+2,140
| +21% | +$209K | 0.25% | 70 |
|
|
2025
Q1 | $909K | Buy |
10,356
+717
| +7% | +$62.9K | 0.28% | 60 |
|
|
2024
Q4 | $871K | Buy |
+9,639
| New | +$871K | 0.31% | 54 |
|
|
2024
Q3 | – | Sell |
-7,425
| Closed | -$503K | – | 950 |
|
|
2024
Q2 | $503K | Buy |
7,425
+3,915
| +112% | +$265K | 0.26% | 37 |
|
|
2024
Q1 | $211K | Buy |
+3,510
| New | +$211K | 0.16% | 57 |
|