CFCI
Comprehensive Financial Consultants Institutional’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Sell |
53,540
-3,055
| -5% | -$299K | 1.72% | 9 |
|
|
2025
Q1 | $4.97M | Sell |
56,595
-1,648
| -3% | -$145K | 1.77% | 7 |
|
|
2024
Q4 | $5.26M | Sell |
58,243
-2,785
| -5% | -$252K | 1.91% | 7 |
|
|
2024
Q3 | $4.93M | Sell |
61,028
-3,670
| -6% | -$296K | 1.8% | 7 |
|
|
2024
Q2 | $4.38M | Buy |
64,698
+3,510
| +6% | +$238K | 1.72% | 11 |
|
|
2024
Q1 | $3.68M | Buy |
61,188
+40,726
| +199% | +$2.45M | 1.53% | 11 |
|
|
2023
Q4 | $3.23M | Buy |
20,462
+862
| +4% | +$136K | 1.5% | 13 |
|
|
2023
Q3 | $3.13M | Buy |
19,600
+933
| +5% | +$149K | 1.65% | 10 |
|
|
2023
Q2 | $2.89M | Buy |
18,667
+576
| +3% | +$89.2K | 1.53% | 13 |
|
|
2023
Q1 | $2.67M | Buy |
18,091
+1,391
| +8% | +$205K | 1.51% | 14 |
|
|
2022
Q4 | $2.42M | Buy |
16,700
+828
| +5% | +$120K | 1.46% | 18 |
|
|
2022
Q3 | $2.09M | Buy |
15,872
+1,547
| +11% | +$203K | 1.38% | 19 |
|
|
2022
Q2 | $1.79M | Buy |
14,325
+71
| +0.5% | +$8.88K | 1.27% | 23 |
|
|
2022
Q1 | $2.13M | Buy |
14,254
+643
| +5% | +$96.2K | 1.48% | 14 |
|
|
2021
Q4 | $1.86M | Buy |
+13,611
| New | +$1.86M | 1.19% | 22 |
|