Willow Creek Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $222K | Buy |
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