Cottage Street 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 | $374K | Sell |
3,830
-34
| -0.9% | -$3.32K | 0.19% | 77 |
|
|
2025
Q1 | $339K | Buy |
3,864
+165
| +4% | +$14.5K | 0.17% | 83 |
|
|
2024
Q4 | $334K | Buy |
3,699
+124
| +3% | +$11.2K | 0.17% | 83 |
|
|
2024
Q3 | $289K | Buy |
3,575
+134
| +4% | +$10.8K | 0.16% | 87 |
|
|
2024
Q2 | $233K | Buy |
+3,441
| New | +$233K | 0.14% | 89 |
|