Burkett Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
9,500
+14
| +0.1% | +$1.37K | 0.33% | 26 |
|
|
2025
Q1 | $833K | Buy |
9,486
+22
| +0.2% | +$1.93K | 0.34% | 24 |
|
|
2024
Q4 | $855K | Sell |
9,464
-1
| -0% | -$90 | 0.35% | 25 |
|
|
2024
Q3 | $764K | Buy |
9,465
+48
| +0.5% | +$3.88K | 0.32% | 25 |
|
|
2024
Q2 | $638K | Buy |
9,417
+63
| +0.7% | +$4.27K | 0.33% | 28 |
|
|
2024
Q1 | $563K | Buy |
9,354
+243
| +3% | +$14.6K | 0.29% | 30 |
|
|
2023
Q4 | $479K | Buy |
+9,111
| New | +$479K | 0.27% | 32 |
|