Wealth Dimensions 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 | $949K | Sell |
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|
2025
Q2 | $906K | Buy |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $757K | Buy |
|
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|
2024
Q3 | $613K | Buy |
|
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|
2024
Q2 | $509K | Buy |
|
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|
2024
Q1 | $439K | Buy |
|
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|
2023
Q4 | $380K | Sell |
|
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $419K | Buy |
|
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|
2023
Q1 | $393K | Sell |
|
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $285K | Buy |
|
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $342K | Buy |
|