Berger Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Sell |
89,271
-246
| -0.3% | -$24.1K | 0.56% | 37 |
|
|
2025
Q1 | $7.86M | Sell |
89,517
-20,043
| -18% | -$1.76M | 0.55% | 37 |
|
|
2024
Q4 | $9.9M | Sell |
109,560
-173
| -0.2% | -$15.6K | 0.68% | 36 |
|
|
2024
Q3 | $8.86M | Sell |
109,733
-2,089
| -2% | -$169K | 0.64% | 39 |
|
|
2024
Q2 | $7.57M | Sell |
111,822
-1,838
| -2% | -$124K | 0.6% | 36 |
|
|
2024
Q1 | $6.84M | Buy |
113,660
+7,190
| +7% | +$433K | 0.56% | 39 |
|
|
2023
Q4 | $5.59M | Sell |
106,470
-1,950
| -2% | -$102K | 0.58% | 41 |
|
|
2023
Q3 | $5.78M | Buy |
108,420
+816
| +0.8% | +$43.5K | 0.66% | 33 |
|
|
2023
Q2 | $5.64M | Sell |
107,604
-3,201
| -3% | -$168K | 0.64% | 35 |
|
|
2023
Q1 | $5.45M | Buy |
110,805
+34,776
| +46% | +$1.71M | 0.66% | 34 |
|
|
2022
Q4 | $3.59M | Buy |
76,029
+4,410
| +6% | +$208K | 0.47% | 67 |
|
|
2022
Q3 | $3.1M | Buy |
71,619
+58,845
| +461% | +$2.54M | 0.45% | 66 |
|
|
2022
Q2 | $518K | Sell |
12,774
-96,030
| -88% | -$3.89M | 0.08% | 133 |
|
|
2022
Q1 | $5.4M | Buy |
108,804
+9,615
| +10% | +$477K | 0.69% | 36 |
|
|
2021
Q4 | $4.78M | Buy |
99,189
+5,505
| +6% | +$266K | 0.63% | 51 |
|
|
2021
Q3 | $4.35M | Buy |
93,684
+528
| +0.6% | +$24.5K | 0.78% | 44 |
|
|
2021
Q2 | $4.38M | Buy |
93,156
+3,888
| +4% | +$183K | 0.79% | 48 |
|
|
2021
Q1 | $4.04M | Sell |
89,268
-7,209
| -7% | -$326K | 0.88% | 46 |
|
|
2020
Q4 | $4.64M | Buy |
+96,477
| New | +$4.64M | 0.81% | 31 |
|