ROI 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 | $5.1M | Buy |
52,193
+3,999
| +8% | +$391K | 3.24% | 13 |
|
|
2025
Q1 | $4.23M | Buy |
48,194
+5,030
| +12% | +$442K | 3.07% | 14 |
|
|
2024
Q4 | $3.9M | Buy |
43,164
+4,138
| +11% | +$374K | 2.66% | 14 |
|
|
2024
Q3 | $3.15M | Buy |
39,026
+4,314
| +12% | +$348K | 2.18% | 16 |
|
|
2024
Q2 | $2.35M | Buy |
34,712
+588
| +2% | +$39.8K | 1.71% | 18 |
|
|
2024
Q1 | $2.05M | Buy |
34,124
+80
| +0.2% | +$4.81K | 1.61% | 19 |
|
|
2023
Q4 | $1.79M | Buy |
+34,044
| New | +$1.79M | 1.48% | 21 |
|