Brand Asset Management 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 | $231K | Sell |
2,360
-238
| -9% | -$23.3K | 0.09% | 84 |
|
|
2025
Q1 | $228K | Buy |
2,598
+133
| +5% | +$11.7K | 0.1% | 85 |
|
|
2024
Q4 | $223K | Buy |
+2,465
| New | +$223K | 0.09% | 84 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$7K | – | 269 |
|
|
2021
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 213 |
|
|
2020
Q3 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 220 |
|