Central Valley 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 | $3.29M | Sell |
33,637
-185
| -0.5% | -$18.1K | 1.12% | 26 |
|
|
2025
Q1 | $2.97M | Sell |
33,822
-5,216
| -13% | -$458K | 1.13% | 27 |
|
|
2024
Q4 | $3.53M | Buy |
39,038
+147
| +0.4% | +$13.3K | 1.6% | 15 |
|
|
2024
Q3 | $3.14M | Buy |
38,891
+348
| +0.9% | +$28.1K | 1.77% | 15 |
|
|
2024
Q2 | $2.8M | Sell |
38,543
-4,568
| -11% | -$332K | 1.19% | 23 |
|
|
2024
Q1 | $2.59M | Buy |
43,111
+1,840
| +4% | +$111K | 1.34% | 19 |
|
|
2023
Q4 | $2.17M | Buy |
+41,271
| New | +$2.17M | 1.28% | 16 |
|