Bruce G. Allen Investments’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
2,029
+375
| +23% | +$36.7K | 0.15% | 75 |
|
|
2025
Q1 | $145K | Sell |
1,654
-516
| -24% | -$45.3K | 0.12% | 102 |
|
|
2024
Q4 | $196K | Sell |
2,170
-133
| -6% | -$12K | 0.16% | 75 |
|
|
2024
Q3 | $186K | Sell |
2,303
-458
| -17% | -$37K | 0.14% | 85 |
|
|
2024
Q2 | $187K | Sell |
2,761
-297
| -10% | -$20.1K | 0.16% | 78 |
|
|
2024
Q1 | $184K | Sell |
3,058
-206
| -6% | -$12.4K | 0.15% | 85 |
|
|
2023
Q4 | $172K | Buy |
+3,264
| New | +$172K | 0.16% | 87 |
|