Embree Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
14,798
+4,130
| +39% | +$404K | 0.22% | 86 |
|
|
2025
Q1 | $937K | Buy |
10,668
+689
| +7% | +$60.5K | 0.16% | 94 |
|
|
2024
Q4 | $902K | Buy |
9,979
+845
| +9% | +$76.3K | 0.15% | 87 |
|
|
2024
Q3 | $738K | Buy |
9,134
+1
| +0% | +$81 | 0.13% | 96 |
|
|
2024
Q2 | $618K | Buy |
9,133
+235
| +3% | +$15.9K | 0.12% | 101 |
|
|
2024
Q1 | $535K | Buy |
8,898
+687
| +8% | +$41.3K | 0.11% | 115 |
|
|
2023
Q4 | $432K | Buy |
+8,211
| New | +$432K | 0.09% | 121 |
|