Brown 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 | $2.25M | Sell |
22,980
-1,584
| -6% | -$155K | 0.88% | 37 |
|
|
2025
Q1 | $2.16M | Buy |
24,564
+3,255
| +15% | +$286K | 0.89% | 39 |
|
|
2024
Q4 | $1.93M | Sell |
21,309
-3,211
| -13% | -$290K | 0.77% | 39 |
|
|
2024
Q3 | $1.98M | Sell |
24,520
-712
| -3% | -$57.5K | 0.82% | 36 |
|
|
2024
Q2 | $1.71M | Buy |
+25,232
| New | +$1.71M | 0.76% | 39 |
|