Prosperity Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $699K | Sell |
7,152
-1,251
| -15% | -$122K | 0.3% | 85 |
|
2025
Q1 | $738K | Sell |
8,403
-389
| -4% | -$34.2K | 0.37% | 67 |
|
2024
Q4 | $794K | Sell |
8,792
-32
| -0.4% | -$2.89K | 0.4% | 64 |
|
2024
Q3 | $713K | Sell |
8,824
-1,875
| -18% | -$151K | 0.4% | 67 |
|
2024
Q2 | $724K | Sell |
10,699
-378
| -3% | -$25.6K | 0.46% | 56 |
|
2024
Q1 | $667K | Buy |
11,077
+5,671
| +105% | +$341K | 0.41% | 61 |
|
2023
Q4 | $284K | Sell |
5,406
-27
| -0.5% | -$1.42K | 0.2% | 97 |
|
2023
Q3 | $290K | Buy |
5,433
+825
| +18% | +$44K | 0.24% | 84 |
|
2023
Q2 | $241K | Buy |
+4,608
| New | +$241K | 0.21% | 101 |
|