Sax Wealth 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 | $1.02M | Buy |
10,416
+702
| +7% | +$68.6K | 0.06% | 173 |
|
|
2025
Q1 | $853K | Buy |
9,714
+579
| +6% | +$50.8K | 0.06% | 162 |
|
|
2024
Q4 | $825K | Sell |
9,135
-201
| -2% | -$18.2K | 0.06% | 140 |
|
|
2024
Q3 | $754K | Buy |
9,336
+1,389
| +17% | +$112K | 0.07% | 116 |
|
|
2024
Q2 | $538K | Buy |
7,947
+1,096
| +16% | +$74.2K | 0.05% | 136 |
|
|
2024
Q1 | $412K | Buy |
+6,851
| New | +$412K | 0.05% | 130 |
|