FirstPurpose Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $466K | Sell |
7,685
-67
| -0.9% | -$4.06K | 0.17% | 105 |
|
|
2023
Q4 | $407K | Buy |
7,752
+183
| +2% | +$9.62K | 0.16% | 113 |
|
|
2023
Q3 | $404K | Sell |
7,569
-360
| -5% | -$19.2K | 0.17% | 102 |
|
|
2023
Q2 | $415K | Buy |
7,929
+234
| +3% | +$12.3K | 0.18% | 101 |
|
|
2023
Q1 | $378K | Buy |
7,695
+462
| +6% | +$22.7K | 0.19% | 99 |
|
|
2022
Q4 | $342K | Buy |
7,233
+408
| +6% | +$19.3K | 0.19% | 99 |
|
|
2022
Q3 | $295K | Buy |
6,825
+726
| +12% | +$31.4K | 0.19% | 95 |
|
|
2022
Q2 | $247K | Buy |
6,099
+1,236
| +25% | +$50.1K | 0.17% | 113 |
|
|
2022
Q1 | $241K | Buy |
+4,863
| New | +$241K | 0.19% | 115 |
|