Ruggaard & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
8,028
-48
| -0.6% | -$4.69K | 0.32% | 43 |
|
|
2025
Q1 | $709K | Sell |
8,076
-50
| -0.6% | -$4.39K | 0.31% | 43 |
|
|
2024
Q4 | $734K | Sell |
8,126
-351
| -4% | -$31.7K | 0.32% | 39 |
|
|
2024
Q3 | $685K | Buy |
8,477
+200
| +2% | +$16.2K | 0.3% | 43 |
|
|
2024
Q2 | $560K | Buy |
8,277
+300
| +4% | +$20.3K | 0.26% | 58 |
|
|
2024
Q1 | $480K | Hold |
7,977
| – | – | 0.23% | 60 |
|
|
2023
Q4 | $419K | Sell |
7,977
-528
| -6% | -$27.7K | 0.22% | 64 |
|
|
2023
Q3 | $453K | Sell |
8,505
-225
| -3% | -$12K | 0.27% | 61 |
|
|
2023
Q2 | $457K | Sell |
8,730
-711
| -8% | -$37.3K | 0.27% | 60 |
|
|
2023
Q1 | $464K | Buy |
+9,441
| New | +$464K | 0.29% | 59 |
|