Mason & Associates (California)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
3,498
+237
| +7% | +$23.2K | 0.08% | 85 |
|
|
2025
Q1 | $286K | Sell |
3,261
-5
| -0.2% | -$439 | 0.07% | 92 |
|
|
2024
Q4 | $295K | Sell |
3,266
-146
| -4% | -$13.2K | 0.07% | 90 |
|
|
2024
Q3 | $276K | Hold |
3,412
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $231K | Hold |
3,412
| – | – | 0.06% | 99 |
|
|
2024
Q1 | $205K | Buy |
+3,412
| New | +$205K | 0.05% | 110 |
|