Levy Wealth Management Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $496K | Buy |
7,327
+4,904
| +202% | +$332K | 0.13% | 60 |
|
|
2024
Q1 | $382K | Sell |
2,423
-4,846
| -67% | -$764K | 0.11% | 67 |
|
|
2023
Q4 | $382K | Hold |
7,269
| – | – | 0.11% | 67 |
|
|
2023
Q3 | $388K | Buy |
7,269
+21
| +0.3% | +$1.12K | 0.12% | 66 |
|
|
2023
Q2 | $380K | Buy |
7,248
+48
| +0.7% | +$2.52K | 0.11% | 70 |
|
|
2023
Q1 | $354K | Buy |
7,200
+2,100
| +41% | +$103K | 0.11% | 69 |
|
|
2022
Q4 | $241K | Sell |
5,100
-222
| -4% | -$10.5K | 0.08% | 81 |
|
|
2022
Q3 | $230K | Buy |
+5,322
| New | +$230K | 0.1% | 66 |
|