Walled Lake Planning & Wealth Management’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 | $465K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $215K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $158K | Sell |
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|
2020
Q3 | $157K | Buy |
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|
2020
Q2 | $134K | Sell |
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|
2020
Q1 | $137K | Buy |
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|
2019
Q4 | $128K | Buy |
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