Bard Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Sell |
309,095
-3,100
| -1% | -$303K | 3.61% | 3 |
|
|
2025
Q1 | $27.4M | Buy |
312,195
+25
| +0% | +$2.2K | 3.35% | 3 |
|
|
2024
Q4 | $28.2M | Buy |
312,170
+1,100
| +0.4% | +$99.4K | 3.38% | 3 |
|
|
2024
Q3 | $25.1M | Sell |
311,070
-304,285
| -49% | -$24.6M | 2.96% | 4 |
|
|
2024
Q2 | $41.7M | Buy |
615,355
+2,825
| +0.5% | +$191K | 4.31% | 3 |
|
|
2024
Q1 | $36.9M | Buy |
612,530
+2,750
| +0.5% | +$165K | 3.91% | 3 |
|
|
2023
Q4 | $32M | Buy |
609,780
+5,580
| +0.9% | +$293K | 3.59% | 3 |
|
|
2023
Q3 | $32.2M | Buy |
604,200
+9,900
| +2% | +$528K | 3.98% | 3 |
|
|
2023
Q2 | $31.1M | Buy |
594,300
+750
| +0.1% | +$39.3K | 2.36% | 6 |
|
|
2023
Q1 | $29.2M | Buy |
593,550
+4,200
| +0.7% | +$206K | 2.34% | 6 |
|
|
2022
Q4 | $27.9M | Buy |
589,350
+990
| +0.2% | +$46.8K | 2.37% | 6 |
|
|
2022
Q3 | $25.4M | Buy |
588,360
+11,775
| +2% | +$509K | 2.38% | 6 |
|
|
2022
Q2 | $23.4M | Buy |
576,585
+6,171
| +1% | +$250K | 2.13% | 6 |
|
|
2022
Q1 | $28.3M | Buy |
570,414
+2,796
| +0.5% | +$139K | 2.31% | 6 |
|
|
2021
Q4 | $27.4M | Buy |
567,618
+12,675
| +2% | +$611K | 2.21% | 7 |
|
|
2021
Q3 | $25.8M | Buy |
554,943
+168
| +0% | +$7.81K | 2.28% | 7 |
|
|
2021
Q2 | $26.1M | Buy |
554,775
+15,117
| +3% | +$711K | 2.32% | 7 |
|
|
2021
Q1 | $24.4M | Sell |
539,658
-17,322
| -3% | -$784K | 2.37% | 7 |
|
|
2020
Q4 | $26.8M | Buy |
+556,980
| New | +$26.8M | 2.68% | 6 |
|