Vishria Bird Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
6,969
| – | – | 0.23% | 47 |
|
|
2025
Q1 | $612K | Buy |
6,969
+70
| +1% | +$6.15K | 0.21% | 46 |
|
|
2024
Q4 | $623K | Buy |
6,899
+677
| +11% | +$61.1K | 0.22% | 48 |
|
|
2024
Q3 | $502K | Buy |
6,222
+1,200
| +24% | +$96.8K | 0.19% | 55 |
|
|
2024
Q2 | $340K | Buy |
5,022
+54
| +1% | +$3.66K | 0.14% | 55 |
|
|
2024
Q1 | $299K | Buy |
4,968
+120
| +2% | +$7.22K | 0.13% | 56 |
|
|
2023
Q4 | $255K | Hold |
4,848
| – | – | 0.12% | 53 |
|
|
2023
Q3 | $258K | Sell |
4,848
-177
| -4% | -$9.42K | 0.15% | 51 |
|
|
2023
Q2 | $263K | Hold |
5,025
| – | – | 0.16% | 51 |
|
|
2023
Q1 | $247K | Sell |
5,025
-123
| -2% | -$6.05K | 0.16% | 49 |
|
|
2022
Q4 | $243K | Hold |
5,148
| – | – | 0.17% | 55 |
|
|
2022
Q3 | $223K | Hold |
5,148
| – | – | 0.15% | 52 |
|
|
2022
Q2 | $209K | Sell |
5,148
-2,400
| -32% | -$97.4K | 0.14% | 56 |
|
|
2022
Q1 | $375K | Hold |
7,548
| – | – | 0.21% | 40 |
|
|
2021
Q4 | $364K | Buy |
+7,548
| New | +$364K | 0.17% | 48 |
|
|
2020
Q1 | – | Sell |
-5,205
| Closed | -$206K | – | 49 |
|
|
2019
Q4 | $206K | Hold |
5,205
| – | – | 0.2% | 47 |
|
|
2019
Q3 | $206K | Buy |
+5,205
| New | +$206K | 0.24% | 45 |
|