RFA
Resurgent Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
26,835
+3,272
| +14% | +$320K | 1.44% | 12 |
|
|
2025
Q1 | $2.07M | Sell |
23,563
-428
| -2% | -$37.6K | 1.24% | 17 |
|
|
2024
Q4 | $2.17M | Sell |
23,991
-1,504
| -6% | -$136K | 1.28% | 15 |
|
|
2024
Q3 | $2.06M | Sell |
25,495
-658
| -3% | -$53.1K | 1.2% | 19 |
|
|
2024
Q2 | $1.77M | Sell |
26,153
-1,706
| -6% | -$116K | 1.1% | 18 |
|
|
2024
Q1 | $1.68M | Buy |
27,859
+18,823
| +208% | +$1.13M | 0.89% | 30 |
|
|
2023
Q4 | $1.42M | Sell |
9,036
-258
| -3% | -$40.7K | 0.87% | 25 |
|
|
2023
Q3 | $1.49M | Buy |
9,294
+31
| +0.3% | +$4.96K | 1.01% | 22 |
|
|
2023
Q2 | $1.46M | Buy |
9,263
+478
| +5% | +$75.1K | 0.96% | 21 |
|
|
2023
Q1 | $1.3M | Sell |
8,785
-2,351
| -21% | -$347K | 0.86% | 27 |
|
|
2022
Q4 | $1.58M | Sell |
11,136
-1,449
| -12% | -$205K | 0.83% | 25 |
|
|
2022
Q3 | $1.63M | Buy |
12,585
+598
| +5% | +$77.5K | 1.09% | 18 |
|
|
2022
Q2 | $1.46M | Buy |
11,987
+1,453
| +14% | +$177K | 0.93% | 23 |
|
|
2022
Q1 | $1.57M | Buy |
10,534
+1,850
| +21% | +$276K | 0.97% | 22 |
|
|
2021
Q4 | $1.26M | Buy |
+8,684
| New | +$1.26M | 1% | 24 |
|