Optivise Advisory 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 | $483K | Buy |
4,939
+341
| +7% | +$33.3K | 0.25% | 97 |
|
|
2025
Q1 | $404K | Sell |
4,598
-1,464
| -24% | -$129K | 0.23% | 96 |
|
|
2024
Q4 | $548K | Buy |
6,062
+282
| +5% | +$25.5K | 0.3% | 80 |
|
|
2024
Q3 | $467K | Sell |
5,780
-1,069
| -16% | -$86.3K | 0.25% | 84 |
|
|
2024
Q2 | $464K | Buy |
+6,849
| New | +$464K | 0.25% | 85 |
|