Allegheny Financial 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 | $926K | Buy |
9,470
+1,982
| +26% | +$194K | 0.21% | 96 |
|
|
2025
Q1 | $657K | Buy |
7,488
+2,482
| +50% | +$218K | 0.17% | 109 |
|
|
2024
Q4 | $452K | Buy |
5,006
+480
| +11% | +$43.4K | 0.12% | 135 |
|
|
2024
Q3 | $365K | Sell |
4,526
-155
| -3% | -$12.5K | 0.09% | 172 |
|
|
2024
Q2 | $317K | Buy |
4,681
+243
| +5% | +$16.5K | 0.09% | 170 |
|
|
2024
Q1 | $267K | Buy |
4,438
+82
| +2% | +$4.93K | 0.08% | 172 |
|
|
2023
Q4 | $229K | Hold |
4,356
| – | – | 0.07% | 190 |
|
|
2023
Q3 | $232K | Buy |
+4,356
| New | +$232K | 0.09% | 166 |
|