Evernest 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 | $1.82M | Buy |
18,594
+1,221
| +7% | +$119K | 0.59% | 36 |
|
|
2025
Q1 | $1.53M | Sell |
17,373
-32,489
| -65% | -$2.85M | 0.55% | 33 |
|
|
2024
Q4 | $4.51M | Buy |
49,862
+842
| +2% | +$76.1K | 1.17% | 18 |
|
|
2024
Q3 | $3.96M | Buy |
49,020
+31,911
| +187% | +$2.58M | 1.07% | 21 |
|
|
2024
Q2 | $1.16M | Sell |
17,109
-256
| -1% | -$17.3K | 0.52% | 41 |
|
|
2024
Q1 | $1.03M | Sell |
17,365
-20,447
| -54% | -$1.22M | 0.49% | 43 |
|
|
2023
Q4 | $1.99M | Buy |
+37,812
| New | +$1.99M | 1.01% | 23 |
|
|
2021
Q4 | $949K | Buy |
+16,824
| New | +$949K | 0.49% | 46 |
|