CFS Investment Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
49,147
-433
| -0.9% | -$42.3K | 0.39% | 60 |
|
|
2025
Q1 | $4.35M | Sell |
49,580
-706
| -1% | -$62K | 0.39% | 58 |
|
|
2024
Q4 | $4.54M | Buy |
50,286
+689
| +1% | +$62.2K | 0.41% | 52 |
|
|
2024
Q3 | $4.01M | Sell |
49,597
-48,227
| -49% | -$3.89M | 0.34% | 60 |
|
|
2024
Q2 | $6.62M | Buy |
+97,824
| New | +$6.62M | 0.54% | 42 |
|
|
2023
Q3 | – | Sell |
-50,985
| Closed | -$2.67M | – | 257 |
|
|
2023
Q2 | $2.67M | Buy |
+50,985
| New | +$2.67M | 0.34% | 54 |
|
|
2022
Q3 | – | Sell |
-51,972
| Closed | -$2.11M | – | 367 |
|
|
2022
Q2 | $2.11M | Sell |
51,972
-8,022,768
| -99% | -$325M | 0.32% | 65 |
|
|
2022
Q1 | $18K | Buy |
8,074,740
+8,020,398
| +14,759% | +$17.9K | 0.08% | 123 |
|
|
2021
Q4 | $2.53M | Sell |
54,342
-1,926
| -3% | -$89.8K | 0.34% | 58 |
|
|
2021
Q3 | $2.61M | Buy |
+56,268
| New | +$2.61M | 0.36% | 59 |
|
|
2020
Q4 | $2.7M | Buy |
+56,118
| New | +$2.7M | 0.43% | 41 |
|