UP Strategic Wealth Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
11,925
-432
| -3% | -$42.2K | 0.91% | 19 |
|
|
2025
Q1 | $1.08M | Buy |
12,357
+849
| +7% | +$74.5K | 0.96% | 17 |
|
|
2024
Q4 | $1.04M | Buy |
11,508
+1,493
| +15% | +$135K | 1.04% | 20 |
|
|
2024
Q3 | $809K | Buy |
10,015
+916
| +10% | +$74K | 0.91% | 23 |
|
|
2024
Q2 | $616K | Hold |
9,099
| – | – | 0.93% | 24 |
|
|
2024
Q1 | $547K | Hold |
9,099
| – | – | 0.9% | 25 |
|
|
2023
Q4 | $478K | Buy |
+9,099
| New | +$478K | 0.87% | 26 |
|