Novak & Powell 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 | $591K | Buy |
6,046
+16
| +0.3% | +$1.56K | 0.41% | 57 |
|
|
2025
Q1 | $529K | Buy |
6,030
+176
| +3% | +$15.5K | 0.33% | 74 |
|
|
2024
Q4 | $529K | Hold |
5,854
| – | – | 0.31% | 70 |
|
|
2024
Q3 | $473K | Sell |
5,854
-307
| -5% | -$24.8K | 0.27% | 85 |
|
|
2024
Q2 | $417K | Sell |
6,161
-135
| -2% | -$9.14K | 0.26% | 85 |
|
|
2024
Q1 | $379K | Buy |
6,296
+152
| +2% | +$9.15K | 0.28% | 81 |
|
|
2023
Q4 | $323K | Buy |
+6,144
| New | +$323K | 0.22% | 99 |
|