CFP
Curran Financial Partners’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
4,857
+353
| +8% | +$34.5K | 0.1% | 85 |
|
|
2025
Q1 | $395K | Buy |
4,504
+1,079
| +32% | +$94.7K | 0.1% | 71 |
|
|
2024
Q4 | $309K | Buy |
3,425
+124
| +4% | +$11.2K | 0.08% | 76 |
|
|
2024
Q3 | $267K | Sell |
3,301
-300
| -8% | -$24.2K | 0.08% | 81 |
|
|
2024
Q2 | $244K | Buy |
3,601
+244
| +7% | +$16.5K | 0.08% | 78 |
|
|
2024
Q1 | $202K | Buy |
+3,357
| New | +$202K | 0.07% | 81 |
|