Davies Financial 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 | $1.92M | Sell |
19,598
-766
| -4% | -$74.9K | 1.49% | 15 |
|
|
2025
Q1 | $1.79M | Sell |
20,364
-74
| -0.4% | -$6.5K | 1.52% | 14 |
|
|
2024
Q4 | $1.85M | Sell |
20,438
-1,600
| -7% | -$145K | 1.57% | 14 |
|
|
2024
Q3 | $1.78M | Sell |
22,038
-1,209
| -5% | -$97.6K | 1.55% | 18 |
|
|
2024
Q2 | $1.57M | Sell |
23,247
-754
| -3% | -$51.1K | 1.47% | 19 |
|
|
2024
Q1 | $1.44M | Buy |
+24,001
| New | +$1.44M | 1.47% | 19 |
|