Watershed Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Hold |
5,814
| – | – | 0.21% | 63 |
|
|
2025
Q1 | $510K | Hold |
5,814
| – | – | 0.2% | 65 |
|
|
2024
Q4 | $525K | Buy |
5,814
+1,050
| +22% | +$94.9K | 0.2% | 67 |
|
|
2024
Q3 | $385K | Buy |
4,764
+528
| +12% | +$42.6K | 0.15% | 78 |
|
|
2024
Q2 | $287K | Buy |
4,236
+210
| +5% | +$14.2K | 0.12% | 94 |
|
|
2024
Q1 | $242K | Buy |
+4,026
| New | +$242K | 0.11% | 105 |
|