SS&H Financial 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 | $1M | Sell |
10,239
-498
| -5% | -$48.7K | 0.33% | 61 |
|
|
2025
Q1 | $943K | Sell |
10,737
-498
| -4% | -$43.7K | 0.35% | 64 |
|
|
2024
Q4 | $1.02M | Sell |
11,235
-60
| -0.5% | -$5.43K | 0.37% | 62 |
|
|
2024
Q3 | $912K | Hold |
11,295
| – | – | 0.33% | 69 |
|
|
2024
Q2 | $765K | Buy |
11,295
+6,987
| +162% | +$473K | 0.3% | 72 |
|
|
2024
Q1 | $259K | Hold |
4,308
| – | – | 0.11% | 111 |
|
|
2023
Q4 | $226K | Sell |
4,308
-87
| -2% | -$4.56K | 0.1% | 114 |
|
|
2023
Q3 | $234K | Buy |
+4,395
| New | +$234K | 0.11% | 111 |
|
|
2023
Q1 | $212K | Buy |
+4,308
| New | +$212K | 0.1% | 118 |
|