AFS Financial Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,365
Closed -$545K 56
2023
Q4
$545K Sell
10,365
-17,763
-63% -$933K 0.51% 31
2023
Q3
$1.5M Sell
28,128
-2,169
-7% -$116K 1.02% 23
2023
Q2
$1.59M Sell
30,297
-57
-0.2% -$2.99K 1.03% 23
2023
Q1
$1.49M Sell
30,354
-375
-1% -$18.4K 1% 23
2022
Q4
$1.45M Buy
+30,729
New +$1.45M 1.03% 24