Allen Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
6,519
-258
| -4% | -$25.2K | 0.45% | 35 |
|
|
2025
Q1 | $595K | Sell |
6,777
-300
| -4% | -$26.3K | 0.41% | 38 |
|
|
2024
Q4 | $639K | Sell |
7,077
-425
| -6% | -$38.4K | 0.46% | 37 |
|
|
2024
Q3 | $606K | Sell |
7,502
-45
| -0.6% | -$3.63K | 0.42% | 37 |
|
|
2024
Q2 | $511K | Buy |
7,547
+931
| +14% | +$63K | 0.45% | 38 |
|
|
2024
Q1 | $398K | Buy |
6,616
+850
| +15% | +$51.1K | 0.35% | 43 |
|
|
2023
Q4 | $303K | Buy |
+5,766
| New | +$303K | 0.3% | 42 |
|