BFSG LLC’s Walmart WMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.62M	Sell	57,427 -1,423	-2%	-$139K	0.63%	51
2025 Q1	$5.17M	Sell	58,850 -2,839	-5%	-$249K	0.63%	51
2024 Q4	$5.57M	Sell	61,689 -813	-1%	-$73.5K	0.65%	49
2024 Q3	$5.05M	Sell	62,502 -9,529	-13%	-$769K	0.59%	54
2024 Q2	$4.88M	Sell	72,031 -2,308	-3%	-$156K	0.62%	52
2024 Q1	$4.47M	Buy	74,339 +49,886	+204%	+$3M	0.59%	54
2023 Q4	$3.86M	Sell	24,453 -451	-2%	-$71.1K	0.56%	65
2023 Q3	$3.98M	Buy	24,904 +1,185	+5%	+$190K	0.65%	57
2023 Q2	$3.73M	Sell	23,719 -422	-2%	-$66.3K	0.63%	56
2023 Q1	$3.56M	Sell	24,141 -224	-0.9%	-$33K	0.66%	55
2022 Q4	$3.46M	Buy	24,365 +424	+2%	+$60.1K	0.69%	48
2022 Q3	$3.11M	Sell	23,941 -475	-2%	-$61.6K	0.66%	60
2022 Q2	$2.97M	Sell	24,416 -26,153	-52%	-$3.18M	0.54%	70
2022 Q1	$7.42M	Buy	50,569 +24,016	+90%	+$3.52M	1.17%	24
2021 Q4	$3.84M	Sell	26,553 -351	-1%	-$50.8K	0.53%	65
2021 Q3	$3.75M	Sell	26,904 -10	-0%	-$1.39K	0.57%	58
2021 Q2	$3.8M	Buy	26,914 +619	+2%	+$87.3K	0.68%	51
2021 Q1	$3.57M	Buy	26,295 +721	+3%	+$97.9K	0.58%	53
2020 Q4	$3.69M	Buy	25,574 +675	+3%	+$97.3K	0.61%	55
2020 Q3	$3.48M	Buy	24,899 +1,050	+4%	+$147K	0.65%	51
2020 Q2	$2.86M	Buy	23,849 +1,245	+6%	+$149K	0.62%	52
2020 Q1	$2.57M	Buy	22,604 +115	+0.5%	+$13.1K	0.66%	50
2019 Q4	$2.67M	Buy	22,489 +40	+0.2%	+$4.75K	0.5%	68
2019 Q3	$2.66M	Buy	22,449 +31	+0.1%	+$3.68K	0.59%	58
2019 Q2	$2.48M	Buy	22,418 +2,155	+11%	+$238K	0.97%	33
2019 Q1	$1.98M	Buy	+20,263	New	+$1.98M	0.74%	46