Opes Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
21,058
+17,625
| +513% | +$1.72M | 0.37% | 51 |
|
|
2025
Q1 | $301K | Buy |
3,433
+390
| +13% | +$34.2K | 0.06% | 116 |
|
|
2024
Q4 | $275K | Buy |
3,043
+223
| +8% | +$20.1K | 0.06% | 116 |
|
|
2024
Q3 | $228K | Sell |
2,820
-492
| -15% | -$39.7K | 0.04% | 125 |
|
|
2024
Q2 | $224K | Buy |
+3,312
| New | +$224K | 0.05% | 125 |
|