Trueblood Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
21,519
+614
| +3% | +$60K | 0.88% | 19 |
|
|
2025
Q1 | $1.84M | Buy |
20,905
+6,026
| +41% | +$529K | 0.85% | 24 |
|
|
2024
Q4 | $1.34M | Buy |
14,879
+2,177
| +17% | +$197K | 0.66% | 39 |
|
|
2024
Q3 | $1.03M | Buy |
12,702
+550
| +5% | +$44.4K | 0.51% | 62 |
|
|
2024
Q2 | $823K | Buy |
12,152
+79
| +0.7% | +$5.35K | 0.46% | 73 |
|
|
2024
Q1 | $726K | Buy |
12,073
+2,071
| +21% | +$125K | 0.42% | 78 |
|
|
2023
Q4 | $526K | Buy |
+10,002
| New | +$526K | 0.33% | 99 |
|