CFGSD
Compass Financial Group (South Dakota)’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
15,194
+163
| +1% | +$15.9K | 0.24% | 29 |
|
|
2025
Q1 | $1.32M | Sell |
15,031
-115
| -0.8% | -$10.1K | 0.25% | 27 |
|
|
2024
Q4 | $1.37M | Sell |
15,146
-25
| -0.2% | -$2.26K | 0.26% | 26 |
|
|
2024
Q3 | $1.23M | Sell |
15,171
-50
| -0.3% | -$4.04K | 0.24% | 27 |
|
|
2024
Q2 | $1.03M | Sell |
15,221
-69
| -0.5% | -$4.67K | 0.22% | 31 |
|
|
2024
Q1 | $920K | Buy |
15,290
+10,104
| +195% | +$608K | 0.21% | 35 |
|
|
2023
Q4 | $818K | Buy |
5,186
+400
| +8% | +$63.1K | 0.22% | 37 |
|
|
2023
Q3 | $765K | Buy |
4,786
+109
| +2% | +$17.4K | 0.23% | 37 |
|
|
2023
Q2 | $735K | Buy |
4,677
+1,821
| +64% | +$286K | 0.22% | 39 |
|
|
2023
Q1 | $421K | Buy |
2,856
+287
| +11% | +$42.3K | 0.14% | 47 |
|
|
2022
Q4 | $364K | Buy |
+2,569
| New | +$364K | 0.13% | 54 |
|