Copley Financial Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$607K Sell
6,208
-435
-7% -$42.5K 0.45% 37
2025
Q1
$583K Sell
6,643
-305
-4% -$26.8K 0.45% 42
2024
Q4
$628K Buy
6,948
+3,201
+85% +$289K 0.48% 38
2024
Q3
$303K Buy
+3,747
New +$303K 0.27% 81