M3 Advisory 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 | $635K | Sell |
6,499
-356
| -5% | -$34.8K | 0.44% | 44 |
|
|
2025
Q1 | $602K | Sell |
6,855
-822
| -11% | -$72.2K | 0.48% | 43 |
|
|
2024
Q4 | $694K | Sell |
7,677
-396
| -5% | -$35.8K | 0.5% | 42 |
|
|
2024
Q3 | $652K | Buy |
8,073
+632
| +8% | +$51K | 0.48% | 43 |
|
|
2024
Q2 | $504K | Buy |
7,441
+1,516
| +26% | +$103K | 0.41% | 54 |
|
|
2024
Q1 | $357K | Buy |
5,925
+624
| +12% | +$37.5K | 0.32% | 74 |
|
|
2023
Q4 | $279K | Buy |
+5,301
| New | +$279K | 0.33% | 72 |
|