Values Added Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
3,266
+8
| +0.2% | +$782 | 0.15% | 95 |
|
|
2025
Q1 | $286K | Buy |
3,258
+29
| +0.9% | +$2.55K | 0.16% | 92 |
|
|
2024
Q4 | $292K | Sell |
3,229
-120
| -4% | -$10.8K | 0.17% | 91 |
|
|
2024
Q3 | $270K | Buy |
3,349
+201
| +6% | +$16.2K | 0.17% | 90 |
|
|
2024
Q2 | $213K | Buy |
+3,148
| New | +$213K | 0.15% | 89 |
|
|
2023
Q4 | – | Sell |
-3,834
| Closed | -$204K | – | 90 |
|
|
2023
Q3 | $204K | Buy |
+3,834
| New | +$204K | 0.19% | 80 |
|