Richardson Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
7,934
+62
| +0.8% | +$6.09K | 0.52% | 47 |
|
|
2025
Q1 | $691K | Sell |
7,872
-61
| -0.8% | -$5.36K | 0.53% | 44 |
|
|
2024
Q4 | $718K | Sell |
7,933
-875
| -10% | -$79.2K | 0.51% | 50 |
|
|
2024
Q3 | $596K | Hold |
8,808
| – | – | 0.38% | 68 |
|
|
2024
Q2 | $596K | Sell |
8,808
-2,368
| -21% | -$160K | 0.43% | 64 |
|
|
2024
Q1 | $672K | Sell |
11,176
-1,136
| -9% | -$68.4K | 0.47% | 55 |
|
|
2023
Q4 | $647K | Buy |
+12,312
| New | +$647K | 0.57% | 51 |
|