Lynx Investment Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $400K | Buy |
4,094
+80
| +2% | +$7.82K | 0.26% | 86 |
|
2025
Q1 | $352K | Buy |
4,014
+197
| +5% | +$17.3K | 0.23% | 90 |
|
2024
Q4 | $345K | Sell |
3,817
-111
| -3% | -$10K | 0.24% | 96 |
|
2024
Q3 | $317K | Buy |
3,928
+502
| +15% | +$40.5K | 0.23% | 99 |
|
2024
Q2 | $232K | Buy |
+3,426
| New | +$232K | 0.17% | 119 |
|