Cape Ann Savings Bank’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
14,431
+1,097
| +8% | +$107K | 0.84% | 30 |
|
|
2025
Q1 | $1.17M | Buy |
13,334
+385
| +3% | +$33.8K | 0.73% | 35 |
|
|
2024
Q4 | $1.17M | Buy |
12,949
+3,043
| +31% | +$275K | 0.69% | 39 |
|
|
2024
Q3 | $800K | Buy |
9,906
+5,904
| +148% | +$477K | 0.46% | 48 |
|
|
2024
Q2 | $271K | Buy |
+4,002
| New | +$271K | 0.17% | 76 |
|