First Affirmative Financial Network’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $652K | Buy |
7,430
+186
| +3% | +$16.3K | 0.4% | 65 |
|
|
2024
Q4 | $655K | Sell |
7,244
-2,235
| -24% | -$202K | 0.38% | 64 |
|
|
2024
Q3 | $765K | Buy |
+9,479
| New | +$765K | 0.42% | 59 |
|
|
2023
Q4 | – | Sell |
-4,044
| Closed | -$216K | – | 251 |
|
|
2023
Q3 | $216K | Sell |
4,044
-441
| -10% | -$23.5K | 0.21% | 166 |
|
|
2023
Q2 | $235K | Buy |
4,485
+297
| +7% | +$15.6K | 0.23% | 141 |
|
|
2023
Q1 | $206K | Sell |
4,188
-1,200
| -22% | -$59K | 0.24% | 141 |
|
|
2022
Q4 | $255K | Sell |
5,388
-933
| -15% | -$44.1K | 0.31% | 103 |
|
|
2022
Q3 | $273K | Sell |
6,321
-966
| -13% | -$41.7K | 0.35% | 91 |
|
|
2022
Q2 | $295K | Sell |
7,287
-1,737
| -19% | -$70.3K | 0.34% | 86 |
|
|
2022
Q1 | $448K | Sell |
9,024
-438
| -5% | -$21.7K | 0.43% | 60 |
|
|
2021
Q4 | $456K | Buy |
9,462
+276
| +3% | +$13.3K | 0.42% | 62 |
|
|
2021
Q3 | $427K | Buy |
+9,186
| New | +$427K | 0.44% | 60 |
|