BFWA
Benchmark Financial Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
7,524
+274
| +4% | +$26.8K | 0.24% | 50 |
|
|
2025
Q1 | $636K | Sell |
7,250
-2,022
| -22% | -$178K | 0.24% | 52 |
|
|
2024
Q4 | $838K | Sell |
9,272
-773
| -8% | -$69.8K | 0.27% | 45 |
|
|
2024
Q3 | $811K | Buy |
10,045
+54
| +0.5% | +$4.36K | 0.27% | 43 |
|
|
2024
Q2 | $676K | Buy |
9,991
+1,847
| +23% | +$125K | 0.25% | 43 |
|
|
2024
Q1 | $490K | Buy |
8,144
+5,770
| +243% | +$347K | 0.19% | 50 |
|
|
2023
Q4 | $374K | Hold |
2,374
| – | – | 0.16% | 54 |
|
|
2023
Q3 | $380K | Sell |
2,374
-30
| -1% | -$4.8K | 0.18% | 43 |
|
|
2023
Q2 | $378K | Buy |
2,404
+87
| +4% | +$13.7K | 0.18% | 43 |
|
|
2023
Q1 | $342K | Buy |
2,317
+24
| +1% | +$3.54K | 0.18% | 45 |
|
|
2022
Q4 | $325K | Sell |
2,293
-218
| -9% | -$30.9K | 0.18% | 51 |
|
|
2022
Q3 | $326K | Buy |
2,511
+208
| +9% | +$27K | 0.19% | 50 |
|
|
2022
Q2 | $280K | Buy |
2,303
+345
| +18% | +$41.9K | 0.14% | 52 |
|
|
2022
Q1 | $292K | Buy |
1,958
+456
| +30% | +$68K | 0.12% | 60 |
|
|
2021
Q4 | $217K | Buy |
+1,502
| New | +$217K | 0.09% | 71 |
|