True Wealth Design’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
1,179
+78
| +7% | +$7.62K | 0.04% | 91 |
|
|
2025
Q1 | $96.6K | Sell |
1,101
-230
| -17% | -$20.2K | 0.04% | 97 |
|
|
2024
Q4 | $120K | Buy |
1,331
+495
| +59% | +$44.7K | 0.05% | 54 |
|
|
2024
Q3 | $67.5K | Hold |
836
| – | – | 0.03% | 89 |
|
|
2024
Q2 | $56.6K | Buy |
836
+32
| +4% | +$2.17K | 0.01% | 160 |
|
|
2024
Q1 | $48.4K | Buy |
804
+30
| +4% | +$1.81K | 0.01% | 166 |
|
|
2023
Q4 | $40.7K | Sell |
774
-6,519
| -89% | -$343K | 0.01% | 164 |
|
|
2023
Q3 | $389K | Hold |
7,293
| – | – | 0.13% | 107 |
|
|
2023
Q2 | $382K | Hold |
7,293
| – | – | 0.14% | 104 |
|
|
2023
Q1 | $358K | Buy |
7,293
+7,227
| +10,950% | +$355K | 0.15% | 108 |
|
|
2022
Q4 | $3.12K | Buy |
+66
| New | +$3.12K | ﹤0.01% | 276 |
|