CJM Wealth Advisers’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
3,351
| – | – | 0.11% | 52 |
|
|
2025
Q1 | $294K | Hold |
3,351
| – | – | 0.1% | 55 |
|
|
2024
Q4 | $303K | Hold |
3,351
| – | – | 0.1% | 53 |
|
|
2024
Q3 | $271K | Hold |
3,351
| – | – | 0.09% | 57 |
|
|
2024
Q2 | $226K | Sell |
3,351
-3
| -0.1% | -$202 | 0.08% | 56 |
|
|
2024
Q1 | $202K | Buy |
+3,354
| New | +$202K | 0.08% | 64 |
|