Wealthquest’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
10,255
+562
| +6% | +$55K | 0.08% | 50 |
|
|
2025
Q1 | $851K | Sell |
9,693
-412
| -4% | -$36.2K | 0.07% | 55 |
|
|
2024
Q4 | $913K | Buy |
10,105
+222
| +2% | +$20.1K | 0.07% | 53 |
|
|
2024
Q3 | $803K | Hold |
9,883
| – | – | 0.07% | 59 |
|
|
2024
Q2 | $669K | Buy |
9,883
+80
| +0.8% | +$5.42K | 0.07% | 62 |
|
|
2024
Q1 | $590K | Sell |
9,803
-1,753
| -15% | -$105K | 0.06% | 66 |
|
|
2023
Q4 | $607K | Hold |
11,556
| – | – | 0.07% | 70 |
|
|
2023
Q3 | $616K | Buy |
+11,556
| New | +$616K | 0.08% | 67 |
|