Carr Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
11,472
-646
| -5% | -$63.2K | 0.33% | 55 |
|
|
2025
Q1 | $1.06M | Buy |
12,118
+1,122
| +10% | +$98.5K | 0.35% | 55 |
|
|
2024
Q4 | $993K | Sell |
10,996
-1,360
| -11% | -$123K | 0.31% | 60 |
|
|
2024
Q3 | $998K | Buy |
12,356
+1,358
| +12% | +$110K | 0.29% | 64 |
|
|
2024
Q2 | $745K | Sell |
10,998
-402
| -4% | -$27.2K | 0.24% | 76 |
|
|
2024
Q1 | $686K | Sell |
11,400
-1,707
| -13% | -$103K | 0.23% | 74 |
|
|
2023
Q4 | $689K | Buy |
13,107
+4,005
| +44% | +$210K | 0.25% | 68 |
|
|
2023
Q3 | $500K | Buy |
9,102
+3,507
| +63% | +$192K | 0.2% | 88 |
|
|
2023
Q2 | $293K | Buy |
5,595
+42
| +0.8% | +$2.2K | 0.12% | 135 |
|
|
2023
Q1 | $273K | Sell |
5,553
-900
| -14% | -$44.2K | 0.12% | 136 |
|
|
2022
Q4 | $306K | Buy |
+6,453
| New | +$306K | 0.16% | 123 |
|