Alpha Financial Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Buy |
3,644
+363
| +11% | +$35.5K | 0.26% | 59 |
|
2025
Q1 | $288K | Buy |
3,281
+16
| +0.5% | +$1.41K | 0.23% | 59 |
|
2024
Q4 | $295K | Buy |
+3,265
| New | +$295K | 0.23% | 52 |
|
2024
Q3 | – | Sell |
-3,400
| Closed | -$230K | – | 158 |
|
2024
Q2 | $230K | Sell |
3,400
-765
| -18% | -$51.8K | 0.2% | 65 |
|
2024
Q1 | $251K | Buy |
+4,165
| New | +$251K | 0.23% | 56 |
|