Tobias 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 | $925K | Buy |
9,456
+4,936
| +109% | +$483K | 0.16% | 69 |
|
|
2025
Q1 | $397K | Sell |
4,520
-201
| -4% | -$17.6K | 0.08% | 78 |
|
|
2024
Q4 | $427K | Buy |
4,721
+153
| +3% | +$13.8K | 0.09% | 75 |
|
|
2024
Q3 | $369K | Sell |
4,568
-87
| -2% | -$7.03K | 0.07% | 75 |
|
|
2024
Q2 | $315K | Buy |
4,655
+631
| +16% | +$42.7K | 0.07% | 77 |
|
|
2024
Q1 | $242K | Buy |
+4,024
| New | +$242K | 0.05% | 86 |
|
|
2020
Q1 | – | Sell |
-630
| Closed | -$24K | – | 295 |
|
|
2019
Q4 | $24K | Buy |
+630
| New | +$24K | 0.02% | 132 |
|