DHJJ 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 | $328K | Buy |
3,359
+992
| +42% | +$97K | 0.12% | 128 |
|
|
2025
Q1 | $208K | Hold |
2,367
| – | – | 0.08% | 156 |
|
|
2024
Q4 | $214K | Sell |
2,367
-135
| -5% | -$12.2K | 0.08% | 152 |
|
|
2024
Q3 | $202K | Sell |
2,502
-60
| -2% | -$4.85K | 0.08% | 149 |
|
|
2024
Q2 | $173K | Sell |
2,562
-90
| -3% | -$6.09K | 0.07% | 154 |
|
|
2024
Q1 | $160K | Sell |
2,652
-120
| -4% | -$7.22K | 0.07% | 158 |
|
|
2023
Q4 | $146K | Sell |
2,772
-6
| -0.2% | -$315 | 0.07% | 161 |
|
|
2023
Q3 | $148K | Buy |
+2,778
| New | +$148K | 0.08% | 154 |
|