FOCUS Wealth 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 | $2.21M | Sell |
22,632
-131
| -0.6% | -$12.8K | 1.15% | 27 |
|
|
2025
Q1 | $2M | Buy |
22,763
+803
| +4% | +$70.5K | 1.1% | 28 |
|
|
2024
Q4 | $1.98M | Buy |
21,960
+19,324
| +733% | +$1.75M | 1.05% | 27 |
|
|
2024
Q3 | $213K | Buy |
+2,636
| New | +$213K | 0.11% | 60 |
|
|
2023
Q2 | – | Sell |
-4,950
| Closed | -$243K | – | 69 |
|
|
2023
Q1 | $243K | Buy |
+4,950
| New | +$243K | 0.16% | 57 |
|