Plan Group Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
20,844
+7
| +0% | +$684 | 0.67% | 44 |
|
|
2025
Q1 | $1.83M | Buy |
20,837
+7,339
| +54% | +$644K | 0.65% | 35 |
|
|
2024
Q4 | $1.22M | Hold |
13,498
| – | – | 0.64% | 33 |
|
|
2024
Q3 | $1.09M | Buy |
13,498
+1
| +0% | +$81 | 0.58% | 36 |
|
|
2024
Q2 | $914K | Sell |
13,497
-428
| -3% | -$29K | 0.56% | 39 |
|
|
2024
Q1 | $838K | Buy |
+13,925
| New | +$838K | 0.55% | 38 |
|
|
2023
Q4 | – | Sell |
-5,907
| Closed | -$315K | – | 82 |
|
|
2023
Q3 | $315K | Buy |
+5,907
| New | +$315K | 0.23% | 52 |
|