Walled Lake Planning & 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 | $465K | Buy |
4,759
+1,567
| +49% | +$153K | 0.15% | 74 |
|
|
2025
Q1 | $280K | Buy |
3,192
+5
| +0.2% | +$439 | 0.1% | 105 |
|
|
2024
Q4 | $288K | Hold |
3,187
| – | – | 0.11% | 111 |
|
|
2024
Q3 | $257K | Buy |
3,187
+6
| +0.2% | +$485 | 0.1% | 107 |
|
|
2024
Q2 | $215K | Buy |
+3,181
| New | +$215K | 0.09% | 109 |
|
|
2021
Q4 | – | Sell |
-3,321
| Closed | -$154K | – | 314 |
|
|
2021
Q3 | $154K | Buy |
3,321
+12
| +0.4% | +$556 | 0.09% | 90 |
|
|
2021
Q2 | $156K | Buy |
3,309
+21
| +0.6% | +$990 | 0.1% | 90 |
|
|
2021
Q1 | $149K | Buy |
3,288
+9
| +0.3% | +$408 | 0.1% | 87 |
|
|
2020
Q4 | $158K | Sell |
3,279
-84
| -2% | -$4.05K | 0.12% | 77 |
|
|
2020
Q3 | $157K | Buy |
3,363
+9
| +0.3% | +$420 | 0.13% | 75 |
|
|
2020
Q2 | $134K | Sell |
3,354
-276
| -8% | -$11K | 0.11% | 78 |
|
|
2020
Q1 | $137K | Buy |
3,630
+396
| +12% | +$14.9K | 0.13% | 69 |
|
|
2019
Q4 | $128K | Buy |
+3,234
| New | +$128K | 0.09% | 83 |
|