Brogan Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
6,814
-3,117
| -31% | -$305K | 0.3% | 18 |
|
|
2025
Q1 | $872K | Buy |
9,931
+4,870
| +96% | +$428K | 0.42% | 12 |
|
|
2024
Q4 | $457K | Sell |
5,061
-268
| -5% | -$24.2K | 0.22% | 29 |
|
|
2024
Q3 | $430K | Buy |
5,329
+57
| +1% | +$4.6K | 0.24% | 31 |
|
|
2024
Q2 | $357K | Buy |
5,272
+478
| +10% | +$32.4K | 0.23% | 32 |
|
|
2024
Q1 | $288K | Buy |
+4,794
| New | +$288K | 0.19% | 37 |
|