Worth Financial Advisory Group’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 | $1.35M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $709K | Sell |
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|
2024
Q3 | $697K | Sell |
|
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|
2024
Q2 | $610K | Buy |
|
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $401K | Buy |
|