Union Savings Bank’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $95.3K | Hold |
973
| – | – | 0.04% | 179 |
|
2025
Q1 | $85.4K | Hold |
973
| – | – | 0.04% | 192 |
|
2024
Q4 | $87.9K | Hold |
973
| – | – | 0.04% | 185 |
|
2024
Q3 | $78.6K | Buy |
973
+100
| +11% | +$8.08K | 0.04% | 198 |
|
2024
Q2 | $59.1K | Buy |
873
+180
| +26% | +$12.2K | 0.03% | 209 |
|
2024
Q1 | $41.7K | Hold |
693
| – | – | 0.02% | 222 |
|
2023
Q4 | $36.4K | Hold |
693
| – | – | 0.02% | 229 |
|
2023
Q3 | $36.9K | Hold |
693
| – | – | 0.02% | 224 |
|
2023
Q2 | $36.9K | Buy |
+693
| New | +$36.9K | 0.02% | 223 |
|