Shum Financial Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.92M Buy
21,892
+672
+3% +$59K 1.66% 20
2024
Q4
$1.92M Buy
21,220
+676
+3% +$61.2K 1.66% 19
2024
Q3
$1.72M Buy
+20,544
New +$1.72M 1.43% 21