Cornell Pochily Investment 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 | $362K | Buy |
3,702
+150
| +4% | +$14.7K | 0.12% | 137 |
|
2025
Q1 | $312K | Buy |
3,552
+85
| +2% | +$7.46K | 0.11% | 140 |
|
2024
Q4 | $313K | Sell |
3,467
-21
| -0.6% | -$1.9K | 0.11% | 136 |
|
2024
Q3 | $282K | Sell |
3,488
-74
| -2% | -$5.98K | 0.1% | 148 |
|
2024
Q2 | $241K | Buy |
3,562
+51
| +1% | +$3.45K | 0.09% | 151 |
|
2024
Q1 | $211K | Buy |
+3,511
| New | +$211K | 0.08% | 165 |
|
2023
Q4 | – | Sell |
-4,398
| Closed | -$234K | – | 182 |
|
2023
Q3 | $234K | Buy |
4,398
+9
| +0.2% | +$480 | 0.1% | 155 |
|
2023
Q2 | $230K | Buy |
4,389
+21
| +0.5% | +$1.1K | 0.09% | 156 |
|
2023
Q1 | $215K | Sell |
4,368
-33
| -0.7% | -$1.62K | 0.09% | 163 |
|
2022
Q4 | $208K | Buy |
+4,401
| New | +$208K | 0.09% | 166 |
|