Searcy Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
3,848
+6
| +0.2% | +$587 | 0.15% | 20 |
|
|
2025
Q1 | $337K | Buy |
3,842
+3
| +0.1% | +$263 | 0.15% | 20 |
|
|
2024
Q4 | $347K | Hold |
3,839
| – | – | 0.16% | 20 |
|
|
2024
Q3 | $310K | Buy |
3,839
+3
| +0.1% | +$242 | 0.15% | 21 |
|
|
2024
Q2 | $260K | Buy |
3,836
+4
| +0.1% | +$271 | 0.13% | 21 |
|
|
2024
Q1 | $231K | Buy |
3,832
+1
| +0% | +$60 | 0.12% | 21 |
|
|
2023
Q4 | $201K | Hold |
3,831
| – | – | 0.11% | 20 |
|
|
2023
Q3 | $204K | Hold |
3,831
| – | – | 0.12% | 20 |
|
|
2023
Q2 | $201K | Buy |
+3,831
| New | +$201K | 0.12% | 20 |
|