Wiser Advisor 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 | $1.37M | Buy |
14,028
+422
| +3% | +$41.3K | 2.38% | 19 |
|
|
2025
Q1 | $1.19M | Buy |
13,606
+349
| +3% | +$30.6K | 1.76% | 20 |
|
|
2024
Q4 | $1.2M | Sell |
13,257
-62
| -0.5% | -$5.6K | 1.74% | 21 |
|
|
2024
Q3 | $1.08M | Sell |
13,319
-215
| -2% | -$17.4K | 1.61% | 24 |
|
|
2024
Q2 | $916K | Sell |
13,534
-112
| -0.8% | -$7.58K | 1.44% | 24 |
|
|
2024
Q1 | $822K | Sell |
13,646
-463
| -3% | -$27.9K | 1.29% | 25 |
|
|
2023
Q4 | $741K | Buy |
+14,109
| New | +$741K | 1.23% | 25 |
|