Prosperity Capital 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 | $3M | Buy |
30,675
+4,519
| +17% | +$442K | 0.28% | 57 |
|
|
2025
Q1 | $2.32M | Buy |
26,156
+310
| +1% | +$27.5K | 0.18% | 92 |
|
|
2024
Q4 | $2.34M | Sell |
25,846
-2,478
| -9% | -$224K | 0.19% | 89 |
|
|
2024
Q3 | $2.29M | Buy |
28,324
+3,033
| +12% | +$245K | 0.19% | 90 |
|
|
2024
Q2 | $1.71M | Sell |
25,291
-13,620
| -35% | -$922K | 0.19% | 83 |
|
|
2024
Q1 | $2.34M | Buy |
38,911
+19,267
| +98% | +$1.16M | 0.28% | 64 |
|
|
2023
Q4 | $1.03M | Buy |
19,644
+2,853
| +17% | +$150K | 0.11% | 99 |
|
|
2023
Q3 | $895K | Sell |
16,791
-54
| -0.3% | -$2.88K | 0.12% | 98 |
|
|
2023
Q2 | $883K | Sell |
16,845
-753
| -4% | -$39.5K | 0.12% | 96 |
|
|
2023
Q1 | $865K | Buy |
17,598
+612
| +4% | +$30.1K | 0.13% | 78 |
|
|
2022
Q4 | $803K | Buy |
+16,986
| New | +$803K | 0.25% | 70 |
|