Bright Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Hold |
5,268
| – | – | 0.29% | 33 |
|
|
2025
Q1 | $462K | Hold |
5,268
| – | – | 0.28% | 35 |
|
|
2024
Q4 | $476K | Hold |
5,268
| – | – | 0.3% | 34 |
|
|
2024
Q3 | $425K | Hold |
5,268
| – | – | 0.27% | 32 |
|
|
2024
Q2 | $357K | Hold |
5,268
| – | – | 0.25% | 33 |
|
|
2024
Q1 | $312K | Buy |
+5,268
| New | +$312K | 0.23% | 36 |
|