Drake & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
7,884
+1,552
| +25% | +$152K | 0.19% | 55 |
|
|
2025
Q1 | $556K | Buy |
6,332
+859
| +16% | +$75.4K | 0.16% | 56 |
|
|
2024
Q4 | $554K | Sell |
5,473
-1,065
| -16% | -$108K | 0.16% | 53 |
|
|
2024
Q3 | $528K | Buy |
6,538
+1,207
| +23% | +$97.5K | 0.17% | 50 |
|
|
2024
Q2 | $361K | Sell |
5,331
-72
| -1% | -$4.88K | 0.13% | 53 |
|
|
2024
Q1 | $325K | Sell |
5,403
-273
| -5% | -$16.4K | 0.12% | 61 |
|
|
2023
Q4 | $298K | Buy |
+5,676
| New | +$298K | 0.12% | 61 |
|