Sharp 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 | $714K | Sell |
7,298
-1,090
| -13% | -$107K | 0.46% | 29 |
|
|
2025
Q1 | $736K | Buy |
8,388
+506
| +6% | +$44.4K | 0.56% | 27 |
|
|
2024
Q4 | $712K | Buy |
7,882
+200
| +3% | +$18.1K | 0.54% | 32 |
|
|
2024
Q3 | $620K | Buy |
7,682
+287
| +4% | +$23.2K | 0.48% | 36 |
|
|
2024
Q2 | $501K | Sell |
7,395
-1,734
| -19% | -$117K | 0.43% | 38 |
|
|
2024
Q1 | $549K | Sell |
9,129
-333
| -4% | -$20K | 0.51% | 38 |
|
|
2023
Q4 | $497K | Buy |
+9,462
| New | +$497K | 0.54% | 39 |
|