WealthPLAN 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 | $7.19M | Sell |
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|
2025
Q2 | $6.85M | Sell |
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|
2025
Q1 | $8.16M | Sell |
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|
2024
Q4 | $8.5M | Sell |
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|
2024
Q3 | $7.64M | Sell |
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|
2024
Q2 | $8.26M | Buy |
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|
2024
Q1 | $7.09M | Sell |
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|
2023
Q4 | $6.94M | Sell |
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|
2023
Q3 | $7.29M | Buy |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $2M | Sell |
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|
2020
Q3 | $2.14M | Sell |
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|
2020
Q2 | $2.42M | Buy |
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|
2020
Q1 | $2.23M | Buy |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $4.73M | Buy |
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|
2018
Q4 | $4.29M | Buy |
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|
2018
Q3 | $3.75M | Buy |
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|
2018
Q2 | $3.25M | Buy |
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|
2018
Q1 | $2.59M | Buy |
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|
2017
Q4 | $2.11M | Buy |
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|
2017
Q3 | $1.58M | Buy |
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|
2017
Q2 | $1.36M | Buy |
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|
2017
Q1 | $40.5K | Buy |
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|
2016
Q3 | $587K | Sell |
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|
2016
Q2 | $625K | Buy |
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|
2015
Q4 | $683K | Buy |
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|
2015
Q2 | $70K | Buy |
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|
2015
Q1 | $49K | Buy |
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