BOS Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Hold |
7,554
| – | – | 0.24% | 78 |
|
|
2025
Q1 | $663K | Hold |
7,554
| – | – | 0.23% | 81 |
|
|
2024
Q4 | $683K | Sell |
7,554
-96
| -1% | -$8.67K | 0.24% | 74 |
|
|
2024
Q3 | $618K | Hold |
7,650
| – | – | 0.23% | 71 |
|
|
2024
Q2 | $518K | Hold |
7,650
| – | – | 0.24% | 79 |
|
|
2024
Q1 | $460K | Hold |
7,650
| – | – | 0.24% | 70 |
|
|
2023
Q4 | $402K | Sell |
7,650
-2,325
| -23% | -$122K | 0.28% | 87 |
|
|
2023
Q3 | $532K | Sell |
9,975
-90
| -0.9% | -$4.8K | 0.39% | 63 |
|
|
2023
Q2 | $527K | Sell |
10,065
-36
| -0.4% | -$1.89K | 0.41% | 61 |
|
|
2023
Q1 | $496K | Sell |
10,101
-540
| -5% | -$26.5K | 0.41% | 61 |
|
|
2022
Q4 | $503K | Buy |
+10,641
| New | +$503K | 0.45% | 61 |
|