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 |
|