JBR Co Financial Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
3,222
-1,200
| -27% | -$117K | 0.16% | 94 |
|
|
2025
Q1 | $388K | Hold |
4,422
| – | – | 0.23% | 78 |
|
|
2024
Q4 | $400K | Sell |
4,422
-10
| -0.2% | -$904 | 0.24% | 78 |
|
|
2024
Q3 | $358K | Buy |
4,432
+10
| +0.2% | +$808 | 0.23% | 77 |
|
|
2024
Q2 | $299K | Hold |
4,422
| – | – | 0.21% | 79 |
|
|
2024
Q1 | $266K | Buy |
4,422
+15
| +0.3% | +$903 | 0.21% | 78 |
|
|
2023
Q4 | $232K | Buy |
+4,407
| New | +$232K | 0.22% | 78 |
|