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