Birchbrook’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
17,119
-707
| -4% | -$69.1K | 0.9% | 23 |
|
|
2025
Q1 | $1.56M | Sell |
17,826
-1,243
| -7% | -$109K | 0.88% | 22 |
|
|
2024
Q4 | $1.72M | Sell |
19,069
-1,316
| -6% | -$119K | 0.98% | 22 |
|
|
2024
Q3 | $1.65M | Sell |
20,385
-1,079
| -5% | -$87.1K | 0.91% | 24 |
|
|
2024
Q2 | $1.45M | Sell |
21,464
-884
| -4% | -$59.9K | 0.87% | 23 |
|
|
2024
Q1 | $1.34M | Sell |
22,348
-1,799
| -7% | -$108K | 0.8% | 28 |
|
|
2023
Q4 | $1.27M | Buy |
+24,147
| New | +$1.27M | 0.84% | 27 |
|