HFS
Howard Financial Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Sell |
9,751
-1,512
| -13% | -$148K | 0.13% | 63 |
|
|
2025
Q1 | $989K | Buy |
11,263
+368
| +3% | +$32.3K | 0.13% | 66 |
|
|
2024
Q4 | $984K | Buy |
10,895
+2,288
| +27% | +$207K | 0.13% | 68 |
|
|
2024
Q3 | $695K | Buy |
8,607
+317
| +4% | +$25.6K | 0.1% | 72 |
|
|
2024
Q2 | $561K | Buy |
8,290
+132
| +2% | +$8.94K | 0.09% | 78 |
|
|
2024
Q1 | $491K | Buy |
8,158
+5,409
| +197% | +$325K | 0.08% | 87 |
|
|
2023
Q4 | $433K | Buy |
2,749
+205
| +8% | +$32.3K | 0.08% | 92 |
|
|
2023
Q3 | $407K | Sell |
2,544
-193
| -7% | -$30.9K | 0.09% | 88 |
|
|
2023
Q2 | $430K | Buy |
2,737
+27
| +1% | +$4.24K | 0.1% | 83 |
|
|
2023
Q1 | $400K | Buy |
2,710
+8
| +0.3% | +$1.18K | 0.1% | 89 |
|
|
2022
Q4 | $383K | Buy |
2,702
+92
| +4% | +$13K | 0.1% | 87 |
|
|
2022
Q3 | $339K | Sell |
2,610
-1,305
| -33% | -$170K | 0.11% | 85 |
|
|
2022
Q2 | $476K | Buy |
3,915
+1,984
| +103% | +$241K | 0.16% | 57 |
|
|
2022
Q1 | $287K | Buy |
1,931
+41
| +2% | +$6.09K | 0.09% | 95 |
|
|
2021
Q4 | $273K | Sell |
1,890
-30
| -2% | -$4.33K | 0.08% | 97 |
|
|
2021
Q3 | $268K | Hold |
1,920
| – | – | 0.1% | 94 |
|
|
2021
Q2 | $271K | Sell |
1,920
-14
| -0.7% | -$1.98K | 0.11% | 95 |
|
|
2021
Q1 | $263K | Sell |
1,934
-104
| -5% | -$14.1K | 0.12% | 99 |
|
|
2020
Q4 | $294K | Hold |
2,038
| – | – | 0.15% | 82 |
|
|
2020
Q3 | $285K | Buy |
+2,038
| New | +$285K | 0.18% | 69 |
|