Wheelhouse Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
5,156
+216
| +4% | +$21.1K | 0.25% | 29 |
|
|
2025
Q1 | $434K | Sell |
4,940
-108
| -2% | -$9.48K | 0.25% | 32 |
|
|
2024
Q4 | $456K | Buy |
5,048
+636
| +14% | +$57.5K | 0.27% | 32 |
|
|
2024
Q3 | $356K | Sell |
4,412
-158
| -3% | -$12.8K | 0.23% | 35 |
|
|
2024
Q2 | $311K | Sell |
4,570
-813
| -15% | -$55.3K | 0.22% | 34 |
|
|
2024
Q1 | $324K | Buy |
5,383
+115
| +2% | +$6.92K | 0.25% | 30 |
|
|
2023
Q4 | $277K | Buy |
+5,268
| New | +$277K | 0.24% | 30 |
|