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