JSF Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
19,231
+6,032
| +46% | +$590K | 0.45% | 32 |
|
|
2025
Q1 | $1.16M | Sell |
13,199
-1,246
| -9% | -$109K | 0.31% | 47 |
|
|
2024
Q4 | $1.31M | Buy |
14,445
+102
| +0.7% | +$9.22K | 0.35% | 42 |
|
|
2024
Q3 | $1.16M | Buy |
14,343
+1,316
| +10% | +$106K | 0.34% | 40 |
|
|
2024
Q2 | $882K | Buy |
+13,027
| New | +$882K | 0.27% | 49 |
|
|
2023
Q4 | – | Sell |
-13,647
| Closed | -$728K | – | 118 |
|
|
2023
Q3 | $728K | Sell |
13,647
-159
| -1% | -$8.48K | 0.28% | 46 |
|
|
2023
Q2 | $723K | Buy |
13,806
+120
| +0.9% | +$6.29K | 0.26% | 49 |
|
|
2023
Q1 | $673K | Buy |
13,686
+1,533
| +13% | +$75.4K | 0.25% | 56 |
|
|
2022
Q4 | $574K | Buy |
+12,153
| New | +$574K | 0.21% | 70 |
|
|
2021
Q3 | – | Sell |
-6,525
| Closed | -$307K | – | 119 |
|
|
2021
Q2 | $307K | Buy |
6,525
+591
| +10% | +$27.8K | 0.18% | 70 |
|
|
2021
Q1 | $269K | Buy |
+5,934
| New | +$269K | 0.17% | 66 |
|