Capstone Wealth Management Group (Pennsylvania)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,718
| Closed | -$697K | – | 81 |
|
|
2024
Q4 | $697K | Sell |
7,718
-252
| -3% | -$22.8K | 0.37% | 54 |
|
|
2024
Q3 | $644K | Buy |
7,970
+17
| +0.2% | +$1.37K | 0.38% | 51 |
|
|
2024
Q2 | $538K | Sell |
7,953
-176
| -2% | -$11.9K | 0.35% | 52 |
|
|
2024
Q1 | $489K | Buy |
8,129
+1,793
| +28% | +$108K | 0.35% | 53 |
|
|
2023
Q4 | $333K | Sell |
6,336
-393
| -6% | -$20.6K | 0.31% | 49 |
|
|
2023
Q3 | $359K | Buy |
+6,729
| New | +$359K | 0.37% | 46 |
|