Mirabella Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $828K | Sell |
8,434
-3,554
| -30% | -$349K | 0.09% | 151 |
|
2025
Q1 | $1.05M | Buy |
+11,988
| New | +$1.05M | 0.04% | 196 |
|
2024
Q2 | – | Sell |
-82,184
| Closed | -$4.95M | – | 714 |
|
2024
Q1 | $4.95M | Buy |
82,184
+4,313
| +6% | +$260K | 0.36% | 53 |
|
2023
Q4 | $4.09M | Buy |
+77,871
| New | +$4.09M | 0.55% | 50 |
|
2023
Q3 | – | Sell |
-35,307
| Closed | -$1.85M | – | 639 |
|
2023
Q2 | $1.85M | Buy |
+35,307
| New | +$1.85M | 0.2% | 138 |
|
2021
Q2 | – | Sell |
-4,434
| Closed | -$201K | – | 419 |
|
2021
Q1 | $201K | Buy |
+4,434
| New | +$201K | 0.06% | 255 |
|
2020
Q2 | – | Sell |
-29,736
| Closed | -$1.13M | – | 201 |
|
2020
Q1 | $1.13M | Sell |
29,736
-90,264
| -75% | -$3.42M | 0.65% | 39 |
|
2019
Q4 | $4.75M | Buy |
+120,000
| New | +$4.75M | 0.86% | 30 |
|