PFW Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
16,111
-1,036
| -6% | -$101K | 0.48% | 45 |
|
|
2025
Q1 | $1.51M | Sell |
17,147
-434
| -2% | -$38.1K | 0.47% | 47 |
|
|
2024
Q4 | $1.59M | Buy |
+17,581
| New | +$1.59M | 0.49% | 44 |
|
|
2024
Q2 | $1.19M | Sell |
17,634
-1,226
| -7% | -$83K | 0.38% | 53 |
|
|
2024
Q1 | $1.13M | Buy |
18,860
+476
| +3% | +$28.6K | 0.35% | 55 |
|
|
2023
Q4 | $966K | Buy |
18,384
+252
| +1% | +$13.2K | 0.31% | 62 |
|
|
2023
Q3 | $967K | Hold |
18,132
| – | – | 0.34% | 55 |
|
|
2023
Q2 | $974K | Buy |
+18,132
| New | +$974K | 0.33% | 58 |
|
|
2019
Q3 | $1.41M | Buy |
+52,497
| New | +$1.41M | 0.43% | 47 |
|