KFA Private Wealth 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 | $1.22M | Buy |
12,484
+6,005
| +93% | +$587K | 0.38% | 38 |
|
|
2025
Q1 | $569K | Buy |
6,479
+838
| +15% | +$73.6K | 0.2% | 59 |
|
|
2024
Q4 | $510K | Sell |
5,641
-17
| -0.3% | -$1.54K | 0.21% | 43 |
|
|
2024
Q3 | $457K | Sell |
5,658
-2,143
| -27% | -$173K | 0.22% | 42 |
|
|
2024
Q2 | $528K | Sell |
7,801
-6,866
| -47% | -$465K | 0.27% | 41 |
|
|
2024
Q1 | $883K | Buy |
14,667
+495
| +3% | +$29.8K | 0.27% | 40 |
|
|
2023
Q4 | $745K | Buy |
14,172
+483
| +4% | +$25.4K | 0.27% | 36 |
|
|
2023
Q3 | $730K | Buy |
13,689
+486
| +4% | +$25.9K | 0.3% | 36 |
|
|
2023
Q2 | $692K | Buy |
13,203
+51
| +0.4% | +$2.67K | 0.29% | 36 |
|
|
2023
Q1 | $646K | Buy |
13,152
+2,502
| +23% | +$123K | 0.29% | 34 |
|
|
2022
Q4 | $503K | Sell |
10,650
-75
| -0.7% | -$3.54K | 0.26% | 35 |
|
|
2022
Q3 | $464K | Sell |
10,725
-123
| -1% | -$5.32K | 0.25% | 37 |
|
|
2022
Q2 | $440K | Sell |
10,848
-90
| -0.8% | -$3.65K | 0.24% | 39 |
|
|
2022
Q1 | $543K | Buy |
10,938
+648
| +6% | +$32.2K | 0.27% | 41 |
|
|
2021
Q4 | $496K | Buy |
10,290
+597
| +6% | +$28.8K | 0.25% | 40 |
|
|
2021
Q3 | $450K | Sell |
9,693
-159
| -2% | -$7.38K | 0.25% | 43 |
|
|
2021
Q2 | $463K | Sell |
9,852
-2,103
| -18% | -$98.8K | 0.25% | 43 |
|
|
2021
Q1 | $541K | Buy |
11,955
+681
| +6% | +$30.8K | 0.32% | 37 |
|
|
2020
Q4 | $542K | Sell |
11,274
-300
| -3% | -$14.4K | 0.34% | 35 |
|
|
2020
Q3 | $540K | Buy |
11,574
+3,207
| +38% | +$150K | 0.4% | 32 |
|
|
2020
Q2 | $334K | Buy |
8,367
+2,097
| +33% | +$83.7K | 0.32% | 37 |
|
|
2020
Q1 | $238K | Buy |
+6,270
| New | +$238K | 0.28% | 44 |
|