TKG 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 | $2.46M | Buy |
25,150
+13,344
| +113% | +$1.3M | 1.1% | 29 |
|
|
2025
Q1 | $1.04M | Buy |
+11,806
| New | +$1.04M | 0.51% | 46 |
|
|
2022
Q3 | – | Sell |
-22,551
| Closed | -$914K | – | 84 |
|
|
2022
Q2 | $914K | Buy |
22,551
+6,192
| +38% | +$251K | 0.79% | 39 |
|
|
2022
Q1 | $812K | Sell |
16,359
-411
| -2% | -$20.4K | 0.65% | 49 |
|
|
2021
Q4 | $809K | Buy |
+16,770
| New | +$809K | 0.64% | 55 |
|