Wealth Management Partners’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 | $1.67M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $993K | Buy |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $703K | Buy |
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|
2023
Q3 | $710K | Buy |
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|
2023
Q2 | $602K | Buy |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $340K | Buy |
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