Florida 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 | $2.53M | Buy |
25,831
+669
| +3% | +$65.4K | 0.84% | 24 |
|
2025
Q1 | $2.21M | Buy |
25,162
+10,170
| +68% | +$894K | 0.87% | 23 |
|
2024
Q4 | $1.35M | Buy |
14,992
+3,125
| +26% | +$282K | 0.61% | 32 |
|
2024
Q3 | $958K | Sell |
11,867
-315
| -3% | -$25.4K | 0.49% | 41 |
|
2024
Q2 | $825K | Sell |
12,182
-840
| -6% | -$56.9K | 0.49% | 42 |
|
2024
Q1 | $784K | Sell |
13,022
-388
| -3% | -$23.3K | 0.58% | 33 |
|
2023
Q4 | $705K | Buy |
+13,410
| New | +$705K | 0.65% | 31 |
|