Conservest Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
4,341
+150
| +4% | +$14.7K | 0.04% | 84 |
|
|
2025
Q1 | $368K | Buy |
4,191
+3
| +0.1% | +$263 | 0.04% | 80 |
|
|
2024
Q4 | $378K | Sell |
4,188
-229
| -5% | -$20.7K | 0.04% | 81 |
|
|
2024
Q3 | $266K | Hold |
4,417
| – | – | 0.03% | 90 |
|
|
2024
Q2 | $266K | Hold |
4,417
| – | – | 0.03% | 89 |
|
|
2024
Q1 | $266K | Buy |
4,417
+10
| +0.2% | +$602 | 0.03% | 90 |
|
|
2023
Q4 | $232K | Hold |
4,407
| – | – | 0.02% | 96 |
|
|
2023
Q3 | $235K | Buy |
4,407
+9
| +0.2% | +$480 | 0.03% | 89 |
|
|
2023
Q2 | $230K | Buy |
+4,398
| New | +$230K | 0.03% | 90 |
|