Hofer & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
9,891
+553
| +6% | +$54.1K | 0.6% | 31 |
|
|
2025
Q1 | $820K | Buy |
9,338
+362
| +4% | +$31.8K | 0.56% | 30 |
|
|
2024
Q4 | $811K | Buy |
8,976
+420
| +5% | +$37.9K | 0.54% | 32 |
|
|
2024
Q3 | $691K | Buy |
8,556
+960
| +13% | +$77.5K | 0.48% | 32 |
|
|
2024
Q2 | $514K | Buy |
7,596
+4,126
| +119% | +$279K | 0.4% | 33 |
|
|
2024
Q1 | $209K | Buy |
+3,470
| New | +$209K | 0.18% | 54 |
|