Strategic Financial Concepts’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
20,228
-6,966
-26% -$683K 0.28% 51
2025
Q1
$2.39M Buy
27,194
+759
+3% +$66.6K 0.45% 59
2024
Q4
$2.39M Buy
26,435
+7,079
+37% +$640K 0.46% 58
2024
Q3
$1.56M Sell
19,356
-1,286,395
-99% -$104M 0.5% 42
2024
Q2
$457K Buy
1,305,751
+1,281,910
+5,377% +$449K 0.27% 77
2024
Q1
$1.43M Buy
23,841
+19,716
+478% +$1.19M 0.35% 69
2023
Q4
$217K Sell
4,125
-14,307
-78% -$752K 0.13% 127
2023
Q3
$983K Buy
18,432
+210
+1% +$11.2K 0.33% 73
2023
Q2
$955K Buy
18,222
+186
+1% +$9.75K 0.35% 75
2023
Q1
$886K Buy
+18,036
New +$886K 0.36% 70