Kennedy Investment 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 | $731K | Buy |
7,475
+423
| +6% | +$41.4K | 0.31% | 73 |
|
|
2025
Q1 | $619K | Buy |
7,052
+307
| +5% | +$27K | 0.29% | 79 |
|
|
2024
Q4 | $609K | Buy |
6,745
+160
| +2% | +$14.5K | 0.28% | 79 |
|
|
2024
Q3 | $532K | Buy |
6,585
+10
| +0.2% | +$808 | 0.24% | 81 |
|
|
2024
Q2 | $445K | Buy |
6,575
+1,098
| +20% | +$74.3K | 0.23% | 85 |
|
|
2024
Q1 | $330K | Buy |
5,477
+1,580
| +41% | +$95.1K | 0.18% | 96 |
|
|
2023
Q4 | $205K | Buy |
+3,897
| New | +$205K | 0.11% | 114 |
|