Capital Performance 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 | $1.24M | Buy |
12,654
+1,180
| +10% | +$115K | 0.24% | 55 |
|
|
2025
Q1 | $1.01M | Buy |
11,474
+4,629
| +68% | +$406K | 0.22% | 58 |
|
|
2024
Q4 | $618K | Buy |
6,845
+1,183
| +21% | +$107K | 0.2% | 51 |
|
|
2024
Q3 | $457K | Buy |
5,662
+1,113
| +24% | +$89.9K | 0.14% | 52 |
|
|
2024
Q2 | $308K | Buy |
4,549
+113
| +3% | +$7.65K | 0.12% | 63 |
|
|
2024
Q1 | $267K | Buy |
4,436
+374
| +9% | +$22.5K | 0.1% | 68 |
|
|
2023
Q4 | $213K | Buy |
4,062
+288
| +8% | +$15.1K | 0.09% | 70 |
|
|
2023
Q3 | $201K | Buy |
+3,774
| New | +$201K | 0.1% | 52 |
|