BDFN
Bond & Devick Financial Network’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $552K | Buy |
5,641
+1,200
| +27% | +$117K | 0.18% | 82 |
|
2025
Q1 | $390K | Sell |
4,441
-200
| -4% | -$17.6K | 0.14% | 97 |
|
2024
Q4 | $375K | Hold |
4,641
| – | – | 0.16% | 109 |
|
2024
Q3 | $375K | Sell |
4,641
-300
| -6% | -$24.2K | 0.16% | 109 |
|
2024
Q2 | $335K | Sell |
4,941
-327
| -6% | -$22.1K | 0.18% | 104 |
|
2024
Q1 | $317K | Buy |
5,268
+3,521
| +202% | +$212K | 0.17% | 108 |
|
2023
Q4 | $275K | Hold |
1,747
| – | – | 0.16% | 111 |
|
2023
Q3 | $279K | Sell |
1,747
-100
| -5% | -$16K | 0.18% | 106 |
|
2023
Q2 | $290K | Hold |
1,847
| – | – | 0.18% | 100 |
|
2023
Q1 | $272K | Buy |
1,847
+200
| +12% | +$29.5K | 0.17% | 106 |
|
2022
Q4 | $234K | Hold |
1,647
| – | – | 0.17% | 114 |
|
2022
Q3 | $214K | Hold |
1,647
| – | – | 0.18% | 106 |
|
2022
Q2 | $200K | Buy |
1,647
+250
| +18% | +$30.4K | 0.17% | 106 |
|
2022
Q1 | $208K | Hold |
1,397
| – | – | 0.17% | 106 |
|
2021
Q4 | $202K | Buy |
+1,397
| New | +$202K | 0.15% | 112 |
|