Houlihan Financial Resource Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
6,515
+2
| +0% | +$196 | 0.26% | 67 |
|
|
2025
Q1 | $572K | Sell |
6,513
-240
| -4% | -$21.1K | 0.26% | 61 |
|
|
2024
Q4 | $610K | Sell |
6,753
-360
| -5% | -$32.5K | 0.26% | 61 |
|
|
2024
Q3 | $574K | Buy |
+7,113
| New | +$574K | 0.24% | 66 |
|
|
2024
Q2 | – | Sell |
-7,109
| Closed | -$428K | – | 105 |
|
|
2024
Q1 | $428K | Sell |
7,109
-133
| -2% | -$8.01K | 0.19% | 76 |
|
|
2023
Q4 | $381K | Hold |
7,242
| – | – | 0.18% | 75 |
|
|
2023
Q3 | $389K | Buy |
+7,242
| New | +$389K | 0.21% | 72 |
|
|
2023
Q2 | – | Sell |
-7,239
| Closed | -$356K | – | 179 |
|
|
2023
Q1 | $356K | Sell |
7,239
-150
| -2% | -$7.38K | 0.19% | 74 |
|
|
2022
Q4 | $350K | Hold |
7,389
| – | – | 0.2% | 72 |
|
|
2022
Q3 | $334K | Buy |
+7,389
| New | +$334K | 0.2% | 67 |
|
|
2020
Q3 | $382K | Buy |
+7,737
| New | +$382K | 0.22% | 70 |
|
|
2020
Q1 | $300K | Buy |
7,911
+180
| +2% | +$6.83K | 0.26% | 66 |
|
|
2019
Q4 | $306K | Buy |
+7,731
| New | +$306K | 0.2% | 79 |
|