Cape Investment Advisory’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $111K | Sell |
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|
2025
Q2 | $138K | Sell |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $95.5K | Sell |
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|
2024
Q2 | $82.7K | Buy |
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|
2024
Q1 | $72.4K | Sell |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | $49.5K | Buy |
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|
2023
Q2 | $48.6K | Buy |
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|
2023
Q1 | $45.5K | Buy |
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