Custom Index Systems’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$552K Sell
5,641
-398
-7% -$38.9K 0.26% 113
2025
Q1
$530K Buy
6,039
+912
+18% +$80.1K 0.27% 106
2024
Q4
$463K Sell
5,127
-240
-4% -$21.7K 0.25% 112
2024
Q3
$433K Sell
5,367
-389
-7% -$31.4K 0.23% 131
2024
Q2
$390K Sell
5,756
-1,265
-18% -$85.7K 0.22% 131
2024
Q1
$422K Buy
+7,021
New +$422K 0.24% 129