PCA Investment 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
Q1 | – | Sell |
-5,232
| Closed | -$473K | – | 142 |
|
|
2024
Q4 | $473K | Sell |
5,232
-105
| -2% | -$9.49K | 0.22% | 66 |
|
|
2024
Q3 | $431K | Buy |
5,337
+704
| +15% | +$56.8K | 0.2% | 73 |
|
|
2024
Q2 | $314K | Buy |
4,633
+6
| +0.1% | +$406 | 0.16% | 84 |
|
|
2024
Q1 | $278K | Buy |
4,627
+403
| +10% | +$24.3K | 0.16% | 92 |
|
|
2023
Q4 | $222K | Sell |
4,224
-60
| -1% | -$3.15K | 0.15% | 106 |
|
|
2023
Q3 | $228K | Buy |
4,284
+3
| +0.1% | +$160 | 0.16% | 92 |
|
|
2023
Q2 | $224K | Buy |
+4,281
| New | +$224K | 0.13% | 99 |
|