JDM Financial 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 | $64.3K | Hold |
657
| – | – | 0.03% | 81 |
|
2025
Q1 | $57.7K | Hold |
657
| – | – | 0.03% | 81 |
|
2024
Q4 | $59.4K | Hold |
657
| – | – | 0.03% | 78 |
|
2024
Q3 | $53.1K | Buy |
657
+58
| +10% | +$4.69K | 0.03% | 84 |
|
2024
Q2 | $40.6K | Hold |
599
| – | – | 0.03% | 88 |
|
2024
Q1 | $36.1K | Sell |
599
-1
| -0.2% | -$60 | 0.03% | 86 |
|
2023
Q4 | $31.5K | Hold |
600
| – | – | 0.03% | 85 |
|
2023
Q3 | $32K | Hold |
600
| – | – | 0.03% | 81 |
|
2023
Q2 | $31.4K | Buy |
600
+6
| +1% | +$314 | 0.03% | 86 |
|
2023
Q1 | $29.3K | Hold |
594
| – | – | 0.03% | 87 |
|
2022
Q4 | $28K | Buy |
+594
| New | +$28K | 0.03% | 87 |
|