Schwarz Dygos Wheeler Investment 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 | $400K | Buy |
4,090
+67
| +2% | +$6.55K | 0.09% | 115 |
|
|
2025
Q1 | $353K | Buy |
4,023
+35
| +0.9% | +$3.07K | 0.08% | 121 |
|
|
2024
Q4 | $360K | Buy |
3,988
+73
| +2% | +$6.6K | 0.09% | 117 |
|
|
2024
Q3 | $316K | Buy |
3,915
+574
| +17% | +$46.4K | 0.08% | 117 |
|
|
2024
Q2 | $226K | Buy |
3,341
+16
| +0.5% | +$1.08K | 0.06% | 135 |
|
|
2024
Q1 | $200K | Sell |
3,325
-656
| -16% | -$39.5K | 0.06% | 143 |
|
|
2023
Q4 | $209K | Hold |
3,981
| – | – | 0.06% | 137 |
|
|
2023
Q3 | $212K | Buy |
3,981
+9
| +0.2% | +$480 | 0.07% | 133 |
|
|
2023
Q2 | $208K | Buy |
+3,972
| New | +$208K | 0.07% | 132 |
|