Edge 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 | $411K | Buy |
4,197
+141
| +3% | +$13.8K | 0.22% | 76 |
|
|
2025
Q1 | $356K | Buy |
4,056
+113
| +3% | +$9.92K | 0.22% | 66 |
|
|
2024
Q4 | $356K | Sell |
3,943
-335
| -8% | -$30.3K | 0.32% | 64 |
|
|
2024
Q3 | $345K | Buy |
+4,278
| New | +$345K | 0.31% | 67 |
|
|
2024
Q1 | $642K | Buy |
+10,663
| New | +$642K | 0.56% | 54 |
|