Quantum Financial 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 | $957K | Buy |
9,788
+90
| +0.9% | +$8.8K | 0.13% | 69 |
|
|
2025
Q1 | $851K | Sell |
9,698
-600
| -6% | -$52.7K | 0.13% | 73 |
|
|
2024
Q4 | $930K | Hold |
10,298
| – | – | 0.14% | 65 |
|
|
2024
Q3 | $832K | Buy |
10,298
+600
| +6% | +$48.5K | 0.13% | 73 |
|
|
2024
Q2 | $657K | Hold |
9,698
| – | – | 0.12% | 74 |
|
|
2024
Q1 | $584K | Buy |
9,698
+3,329
| +52% | +$200K | 0.11% | 80 |
|
|
2023
Q4 | $335K | Sell |
6,369
-2,016
| -24% | -$106K | 0.08% | 74 |
|
|
2023
Q3 | $447K | Buy |
8,385
+2,643
| +46% | +$141K | 0.13% | 60 |
|
|
2023
Q2 | $301K | Hold |
5,742
| – | – | 0.09% | 66 |
|
|
2023
Q1 | $282K | Hold |
5,742
| – | – | 0.09% | 68 |
|
|
2022
Q4 | $271K | Buy |
5,742
+999
| +21% | +$47.2K | 0.12% | 62 |
|
|
2022
Q3 | $205K | Buy |
4,743
+12
| +0.3% | +$519 | 0.09% | 82 |
|
|
2022
Q2 | $204K | Buy |
+4,731
| New | +$204K | 0.08% | 95 |
|