Ethos 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 | $2.26M | Sell |
23,072
-13,438
| -37% | -$1.31M | 0.19% | 112 |
|
|
2025
Q1 | $3.29M | Buy |
36,510
+21,890
| +150% | +$1.97M | 0.31% | 75 |
|
|
2024
Q4 | $1.33M | Sell |
14,620
-467
| -3% | -$42.4K | 0.17% | 91 |
|
|
2024
Q3 | $1.22M | Buy |
15,087
+3,566
| +31% | +$288K | 0.2% | 73 |
|
|
2024
Q2 | $780K | Sell |
11,521
-1,575
| -12% | -$107K | 0.14% | 95 |
|
|
2024
Q1 | $791K | Sell |
13,096
-1,664
| -11% | -$101K | 0.15% | 94 |
|
|
2023
Q4 | $785K | Sell |
14,760
-3,498
| -19% | -$186K | 0.17% | 93 |
|
|
2023
Q3 | $979K | Sell |
18,258
-2,820
| -13% | -$151K | 0.25% | 59 |
|
|
2023
Q2 | $1.04M | Hold |
21,078
| – | – | 0.35% | 46 |
|
|
2023
Q1 | $1.04M | Buy |
21,078
+2,691
| +15% | +$133K | 0.33% | 49 |
|
|
2022
Q4 | $882K | Buy |
+18,387
| New | +$882K | 0.3% | 51 |
|