Roxbury Financial’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Sell
21,064
-572
-3% -$55.9K 2.01% 13
2025
Q1
$2.13M Sell
21,636
-498
-2% -$49.1K 2.09% 13
2024
Q4
$2.05M Buy
+22,134
New +$2.05M 1.97% 12