Patrick M. Sweeney & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
10,749
+1
| +0% | +$98 | 0.73% | 34 |
|
|
2025
Q1 | $944K | Sell |
10,748
-200
| -2% | -$17.6K | 0.7% | 34 |
|
|
2024
Q4 | $989K | Hold |
10,948
| – | – | 0.74% | 31 |
|
|
2024
Q3 | $884K | Sell |
10,948
-44
| -0.4% | -$3.55K | 0.65% | 34 |
|
|
2024
Q2 | $744K | Buy |
10,992
+151
| +1% | +$10.2K | 0.6% | 38 |
|
|
2024
Q1 | $652K | Buy |
10,841
+260
| +2% | +$15.6K | 0.54% | 45 |
|
|
2023
Q4 | $556K | Buy |
+10,581
| New | +$556K | 0.51% | 47 |
|