Sweeney & Michel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
7,806
+11
| +0.1% | +$1.04K | 0.26% | 64 |
|
|
2025
Q1 | $638K | Buy |
+7,795
| New | +$638K | 0.28% | 63 |
|
|
2024
Q3 | $608K | Buy |
7,472
+324
| +5% | +$26.3K | 0.24% | 65 |
|
|
2024
Q2 | $500K | Buy |
7,148
+14
| +0.2% | +$979 | 0.21% | 65 |
|
|
2024
Q1 | $427K | Buy |
+7,134
| New | +$427K | 0.19% | 77 |
|
|
2023
Q3 | $384K | Buy |
7,017
+12
| +0.2% | +$657 | 0.2% | 74 |
|
|
2023
Q2 | $375K | Hold |
7,005
| – | – | 0.19% | 79 |
|
|
2023
Q1 | $350K | Buy |
+7,005
| New | +$350K | 0.19% | 83 |
|