Vertex Planning Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
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|
2025
Q1 | $846K | Sell |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $786K | Buy |
|
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|
2024
Q2 | $659K | Buy |
|
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|
2024
Q1 | $578K | Sell |
|
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $676K | Buy |
|