Daymark Wealth Partners’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.2M Sell
144,753
-937
-0.6% -$91.6K 0.54% 44
2025
Q1
$12.8M Sell
145,690
-97
-0.1% -$8.52K 0.55% 44
2024
Q4
$13.2M Sell
145,787
-3,872
-3% -$350K 0.56% 42
2024
Q3
$12.1M Buy
149,659
+6,023
+4% +$486K 0.51% 45
2024
Q2
$9.73M Buy
143,636
+12,691
+10% +$859K 0.45% 48
2024
Q1
$7.88M Buy
130,945
+304
+0.2% +$18.3K 0.42% 54
2023
Q4
$6.87M Buy
130,641
+9,030
+7% +$475K 0.42% 52
2023
Q3
$6.48M Buy
121,611
+72,240
+146% +$3.85M 0.45% 53
2023
Q2
$2.59M Buy
49,371
+21,726
+79% +$1.14M 0.19% 102
2023
Q1
$1.36M Buy
27,645
+7,344
+36% +$361K 0.18% 103
2022
Q4
$959K Buy
+20,301
New +$959K 0.17% 98