Vishria Bird Financial Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$730K Buy
2025
Q2
$681K Hold
2025
Q1
$612K Buy
2024
Q4
$623K Buy
2024
Q3
$502K Buy
2024
Q2
$340K Buy
2024
Q1
$299K Buy
2023
Q4
$255K Hold
2023
Q3
$258K Sell
2023
Q2
$263K Hold
2023
Q1
$247K Sell
2022
Q4
$243K Hold
2022
Q3
$223K Hold
2022
Q2
$209K Sell
2022
Q1
$375K Hold
2021
Q4
$364K Buy
2020
Q1
Sell
2019
Q4
$206K Hold
2019
Q3
$206K Buy