PFG Investments’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.38M Sell
95,941
-5,073
-5% -$496K 0.55% 29
2025
Q1
$8.87M Sell
101,014
-478
-0.5% -$42K 0.57% 28
2024
Q4
$9.17M Sell
101,492
-2,101
-2% -$190K 0.57% 24
2024
Q3
$8.37M Buy
103,593
+808
+0.8% +$65.2K 0.54% 30
2024
Q2
$6.96M Sell
102,785
-1,488
-1% -$101K 0.5% 31
2024
Q1
$6.27M Buy
104,273
+69,176
+197% +$4.16M 0.38% 50
2023
Q4
$1.84M Buy
35,097
+1,326
+4% +$69.7K 0.34% 59
2023
Q3
$1.8M Sell
33,771
-342
-1% -$18.2K 0.34% 60
2023
Q2
$1.79M Sell
34,113
-6,933
-17% -$363K 0.32% 68
2023
Q1
$2.02M Buy
+41,046
New +$2.02M 0.41% 52