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 |
|