Bleakley 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
$13.6M Buy
138,696
+8,127
+6% +$795K 0.34% 58
2025
Q1
$11.5M Buy
130,569
+2,215
+2% +$194K 0.37% 53
2024
Q4
$11.6M Sell
128,354
-4,589
-3% -$415K 0.35% 47
2024
Q3
$10.7M Sell
132,943
-2,541
-2% -$205K 0.33% 50
2024
Q2
$9.17M Sell
135,484
-19,007
-12% -$1.29M 0.26% 69
2024
Q1
$9.3M Sell
154,491
-4,893
-3% -$294K 0.27% 73
2023
Q4
$8.38M Buy
159,384
+7,896
+5% +$415K 0.27% 69
2023
Q3
$8.08M Sell
151,488
-8,880
-6% -$473K 0.28% 73
2023
Q2
$8.4M Buy
160,368
+8,376
+6% +$439K 0.26% 76
2023
Q1
$7.47M Buy
151,992
+3,603
+2% +$177K 0.25% 81
2022
Q4
$7.01M Buy
+148,389
New +$7.01M 0.25% 83