CGC Financial 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 | $144K | Hold |
1,470
| – | – | 0.05% | 72 |
|
|
2025
Q1 | $129K | Sell |
1,470
-256
| -15% | -$22.5K | 0.05% | 66 |
|
|
2024
Q4 | $156K | Hold |
1,726
| – | – | 0.06% | 62 |
|
|
2024
Q3 | $139K | Sell |
1,726
-272
| -14% | -$22K | 0.06% | 64 |
|
|
2024
Q2 | $135K | Hold |
1,998
| – | – | 0.06% | 61 |
|
|
2024
Q1 | $120K | Hold |
1,998
| – | – | 0.06% | 64 |
|
|
2023
Q4 | $105K | Hold |
1,998
| – | – | 0.05% | 74 |
|
|
2023
Q3 | $107K | Hold |
1,998
| – | – | 0.07% | 61 |
|
|
2023
Q2 | $105K | Buy |
+1,998
| New | +$105K | 0.07% | 63 |
|