Apexium Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
6,400
+235
| +4% | +$23K | 0.03% | 163 |
|
|
2025
Q1 | $542K | Buy |
6,165
+49
| +0.8% | +$4.31K | 0.03% | 168 |
|
|
2024
Q4 | $553K | Buy |
6,116
+895
| +17% | +$81K | 0.03% | 155 |
|
|
2024
Q3 | $422K | Buy |
5,221
+768
| +17% | +$62K | 0.03% | 155 |
|
|
2024
Q2 | $302K | Buy |
4,453
+399
| +10% | +$27K | 0.02% | 179 |
|
|
2024
Q1 | $244K | Sell |
4,054
-85,550
| -95% | -$5.15M | 0.02% | 197 |
|
|
2023
Q4 | $4.71M | Buy |
89,604
+84,582
| +1,684% | +$4.44M | 0.34% | 42 |
|
|
2023
Q3 | $268K | Sell |
5,022
-117
| -2% | -$6.24K | 0.03% | 181 |
|
|
2023
Q2 | $269K | Sell |
5,139
-402
| -7% | -$21.1K | 0.02% | 185 |
|
|
2023
Q1 | $272K | Buy |
5,541
+153
| +3% | +$7.52K | 0.03% | 178 |
|
|
2022
Q4 | $255K | Buy |
+5,388
| New | +$255K | 0.03% | 176 |
|