Cahill 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 | $255K | Sell |
2,606
-86
| -3% | -$8.41K | 0.03% | 246 |
|
|
2025
Q1 | $236K | Buy |
2,692
+88
| +3% | +$7.73K | 0.03% | 237 |
|
|
2024
Q4 | $235K | Sell |
2,604
-1,077
| -29% | -$97.3K | 0.03% | 240 |
|
|
2024
Q3 | $297K | Buy |
3,681
+150
| +4% | +$12.1K | 0.04% | 211 |
|
|
2024
Q2 | $239K | Buy |
3,531
+162
| +5% | +$11K | 0.03% | 240 |
|
|
2024
Q1 | $203K | Buy |
+3,369
| New | +$203K | 0.03% | 254 |
|
|
2021
Q4 | – | Sell |
-2,454
| Closed | -$114K | – | 801 |
|
|
2021
Q3 | $114K | Buy |
+2,454
| New | +$114K | 0.02% | 259 |
|