Rollins 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 | $501K | Sell |
5,125
-2,193
| -30% | -$214K | 0.08% | 81 |
|
|
2025
Q1 | $642K | Buy |
7,318
+222
| +3% | +$19.5K | 0.11% | 70 |
|
|
2024
Q4 | $641K | Buy |
7,096
+1,016
| +17% | +$91.8K | 0.1% | 70 |
|
|
2024
Q3 | $491K | Sell |
6,080
-461
| -7% | -$37.2K | 0.08% | 78 |
|
|
2024
Q2 | $443K | Buy |
6,541
+500
| +8% | +$33.9K | 0.08% | 77 |
|
|
2024
Q1 | $363K | Sell |
6,041
-352
| -6% | -$21.2K | 0.07% | 84 |
|
|
2023
Q4 | $336K | Buy |
+6,393
| New | +$336K | 0.07% | 78 |
|