Focus 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
Q2
$3.97M Sell
40,603
-1,012
-2% -$99K 0.16% 113
2025
Q1
$3.65M Buy
41,615
+1,859
+5% +$163K 0.15% 118
2024
Q4
$3.6M Buy
39,756
+4,540
+13% +$411K 0.14% 123
2024
Q3
$2.84M Buy
35,216
+795
+2% +$64.2K 0.12% 136
2024
Q2
$2.44M Buy
34,421
+1,868
+6% +$133K 0.1% 144
2024
Q1
$1.93M Sell
32,553
-24,540
-43% -$1.45M 0.09% 161
2023
Q4
$3.01M Buy
57,093
+27,141
+91% +$1.43M 0.11% 159
2023
Q3
$1.6M Buy
29,952
+1,176
+4% +$62.7K 0.09% 170
2023
Q2
$1.51M Buy
28,776
+3,312
+13% +$174K 0.08% 179
2023
Q1
$1.25M Buy
25,464
+270
+1% +$13.3K 0.08% 198
2022
Q4
$1.2M Buy
25,194
+429
+2% +$20.4K 0.1% 168
2022
Q3
$1.07M Buy
24,765
+2,457
+11% +$106K 0.09% 167
2022
Q2
$904K Buy
22,308
+453
+2% +$18.4K 0.07% 203
2022
Q1
$1.08M Sell
21,855
-15,792
-42% -$784K 0.08% 188
2021
Q4
$1.82M Buy
37,647
+14,034
+59% +$679K 0.27% 87
2021
Q3
$1.1M Buy
23,613
+855
+4% +$39.7K 0.15% 146
2021
Q2
$1.07M Sell
22,758
-378
-2% -$17.8K 0.14% 149
2021
Q1
$1.05M Buy
23,136
+2,793
+14% +$127K 0.12% 154
2020
Q4
$981K Buy
20,343
+2,604
+15% +$126K 0.09% 183
2020
Q3
$827K Buy
17,739
+1,164
+7% +$54.3K 0.08% 200
2020
Q2
$662K Buy
16,575
+177
+1% +$7.07K 0.07% 205
2020
Q1
$624K Sell
16,398
-480
-3% -$18.3K 0.08% 190
2019
Q4
$672K Buy
16,878
+111
+0.7% +$4.42K 0.08% 203
2019
Q3
$663K Buy
16,767
+705
+4% +$27.9K 0.09% 185
2019
Q2
$592K Sell
16,062
-906
-5% -$33.4K 0.09% 197
2019
Q1
$555K Buy
+16,968
New +$555K 0.09% 193