Berry Wealth 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 | $5.72M | Buy |
58,524
+36
| +0.1% | +$3.52K | 4% | 7 |
|
|
2025
Q1 | $5.13M | Sell |
58,488
-2,069
| -3% | -$182K | 4.02% | 7 |
|
|
2024
Q4 | $5.47M | Sell |
60,557
-2,194
| -3% | -$198K | 3.95% | 7 |
|
|
2024
Q3 | $5.07M | Buy |
62,751
+889
| +1% | +$71.8K | 3.63% | 7 |
|
|
2024
Q2 | $4.19M | Sell |
61,862
-143
| -0.2% | -$9.68K | 3.35% | 11 |
|
|
2024
Q1 | $3.73M | Sell |
62,005
-8,855
| -12% | -$533K | 3.1% | 12 |
|
|
2023
Q4 | $3.72M | Buy |
+70,860
| New | +$3.72M | 3.43% | 12 |
|