Wealthspan 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 | $1.83M | Sell |
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|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.61M | Hold |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $913K | Hold |
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|
2023
Q3 | $926K | Hold |
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|
2023
Q2 | $910K | Hold |
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|
2023
Q1 | $854K | Sell |
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|
2022
Q4 | $831K | Hold |
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|
2022
Q3 | $760K | Hold |
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|
2022
Q2 | $712K | Hold |
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|
2022
Q1 | $873K | Hold |
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|
2021
Q4 | $848K | Buy |
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