AA Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
12,212
-1,848
| -13% | -$181K | 0.26% | 63 |
|
|
2025
Q1 | $1.23M | Buy |
14,060
+1,326
| +10% | +$116K | 0.3% | 64 |
|
|
2024
Q4 | $1.15M | Buy |
12,734
+901
| +8% | +$81.4K | 0.31% | 62 |
|
|
2024
Q3 | $956K | Buy |
11,833
+1,433
| +14% | +$116K | 0.28% | 71 |
|
|
2024
Q2 | $704K | Buy |
10,400
+893
| +9% | +$60.5K | 0.25% | 75 |
|
|
2024
Q1 | $572K | Buy |
+9,507
| New | +$572K | 0.23% | 87 |
|