Saxony Capital Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
2,702
-150
-5% -$14.7K 0.2% 97
2025
Q1
$250K Sell
2,852
-807
-22% -$70.8K 0.22% 94
2024
Q4
$331K Hold
3,659
0.29% 79
2024
Q3
$295K Sell
3,659
-1,220
-25% -$98.5K 0.27% 91
2024
Q2
$330K Buy
+4,879
New +$330K 0.36% 75