Heritage Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
2,997
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $263K | Buy |
2,997
+119
| +4% | +$10.4K | 0.03% | 98 |
|
|
2024
Q4 | $260K | Buy |
2,878
+9
| +0.3% | +$813 | 0.03% | 93 |
|
|
2024
Q3 | $232K | Buy |
+2,869
| New | +$232K | 0.03% | 94 |
|
|
2022
Q3 | – | Sell |
-4,032
| Closed | -$163K | – | 495 |
|
|
2022
Q2 | $163K | Buy |
+4,032
| New | +$163K | 0.09% | 80 |
|