Everpar 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 | $2.17M | Buy |
22,180
+2,039
| +10% | +$199K | 0.99% | 18 |
|
|
2025
Q1 | $1.77M | Buy |
20,141
+131
| +0.7% | +$11.5K | 0.94% | 18 |
|
|
2024
Q4 | $1.81M | Sell |
20,010
-363
| -2% | -$32.8K | 0.91% | 21 |
|
|
2024
Q3 | $1.65M | Buy |
20,373
+449
| +2% | +$36.3K | 0.85% | 23 |
|
|
2024
Q2 | $1.35M | Buy |
19,924
+1,706
| +9% | +$116K | 0.68% | 28 |
|
|
2024
Q1 | $1.1M | Buy |
18,218
+89
| +0.5% | +$5.36K | 0.67% | 30 |
|
|
2023
Q4 | $953K | Buy |
+18,129
| New | +$953K | 0.44% | 62 |
|