Warren Street Wealth 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 | $614K | Buy |
6,283
+595
| +10% | +$58.2K | 0.2% | 55 |
|
|
2025
Q1 | $499K | Buy |
5,688
+280
| +5% | +$24.6K | 0.19% | 56 |
|
|
2024
Q4 | $489K | Buy |
5,408
+171
| +3% | +$15.5K | 0.2% | 57 |
|
|
2024
Q3 | $423K | Buy |
5,237
+56
| +1% | +$4.52K | 0.17% | 64 |
|
|
2024
Q2 | $351K | Buy |
5,181
+505
| +11% | +$34.2K | 0.17% | 68 |
|
|
2024
Q1 | $281K | Buy |
4,676
+302
| +7% | +$18.2K | 0.14% | 77 |
|
|
2023
Q4 | $230K | Buy |
+4,374
| New | +$230K | 0.13% | 80 |
|