Compass 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
$363K Hold
3,714
0.18% 36
2025
Q1
$326K Buy
3,714
+1,125
+43% +$98.8K 0.17% 35
2024
Q4
$234K Buy
+2,589
New +$234K 0.13% 35