Convergence Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
13,464
+2,598
| +24% | +$254K | 0.23% | 64 |
|
|
2025
Q1 | $954K | Buy |
10,866
+1,485
| +16% | +$130K | 0.19% | 68 |
|
|
2024
Q4 | $848K | Sell |
9,381
-558
| -6% | -$50.4K | 0.17% | 65 |
|
|
2024
Q3 | $803K | Sell |
9,939
-206
| -2% | -$16.6K | 0.17% | 69 |
|
|
2024
Q2 | $687K | Buy |
10,145
+4,678
| +86% | +$317K | 0.18% | 71 |
|
|
2024
Q1 | $329K | Sell |
5,467
-422
| -7% | -$25.4K | 0.14% | 41 |
|
|
2023
Q4 | $309K | Buy |
+5,889
| New | +$309K | 0.14% | 31 |
|