Kades & Cheifetz’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$735K Sell
8,135
-1,525
-16% -$138K 0.38% 57
2024
Q3
$780K Buy
9,660
+36
+0.4% +$2.91K 0.45% 51
2024
Q2
$652K Sell
9,624
-103
-1% -$6.97K 0.41% 51
2024
Q1
$585K Buy
9,727
+64
+0.7% +$3.85K 0.37% 51
2023
Q4
$508K Sell
9,663
-777
-7% -$40.8K 0.36% 52
2023
Q3
$557K Buy
10,440
+204
+2% +$10.9K 0.44% 45
2023
Q2
$536K Buy
10,236
+291
+3% +$15.2K 0.41% 50
2023
Q1
$489K Buy
9,945
+39
+0.4% +$1.92K 0.39% 53
2022
Q4
$468K Buy
+9,906
New +$468K 0.39% 49