Alliance Wealth Advisors (Pennsylvania)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
4,945
+219
| +5% | +$21.4K | 0.25% | 67 |
|
|
2025
Q1 | $415K | Buy |
4,726
+5
| +0.1% | +$439 | 0.24% | 77 |
|
|
2024
Q4 | $427K | Buy |
4,721
+309
| +7% | +$27.9K | 0.24% | 75 |
|
|
2024
Q3 | $356K | Buy |
4,412
+456
| +12% | +$36.8K | 0.2% | 93 |
|
|
2024
Q2 | $268K | Sell |
3,956
-5
| -0.1% | -$339 | 0.17% | 115 |
|
|
2024
Q1 | $238K | Buy |
+3,961
| New | +$238K | 0.15% | 123 |
|