WFS
Walker Financial Services’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $784K | Buy |
8,015
+38
| +0.5% | +$3.72K | 0.36% | 21 |
|
2025
Q1 | $700K | Buy |
7,977
+17
| +0.2% | +$1.49K | 0.37% | 16 |
|
2024
Q4 | $719K | Sell |
7,960
-114
| -1% | -$10.3K | 0.42% | 16 |
|
2024
Q3 | $652K | Buy |
8,074
+166
| +2% | +$13.4K | 0.44% | 16 |
|
2024
Q2 | $535K | Sell |
7,908
-910
| -10% | -$61.6K | 0.42% | 17 |
|
2024
Q1 | $531K | Buy |
8,818
+5,889
| +201% | +$354K | 0.44% | 16 |
|
2023
Q4 | $462K | Buy |
2,929
+50
| +2% | +$7.88K | 0.48% | 15 |
|
2023
Q3 | $460K | Sell |
2,879
-284
| -9% | -$45.4K | 0.45% | 15 |
|
2023
Q2 | $497K | Buy |
3,163
+194
| +7% | +$30.5K | 0.49% | 15 |
|
2023
Q1 | $438K | Hold |
2,969
| – | – | 0.45% | 17 |
|
2022
Q4 | $438K | Buy |
2,969
+12
| +0.4% | +$1.77K | 0.45% | 17 |
|
2022
Q3 | $384K | Sell |
2,957
-17
| -0.6% | -$2.21K | 0.36% | 18 |
|
2022
Q2 | $362K | Sell |
2,974
-26
| -0.9% | -$3.16K | 0.35% | 21 |
|
2022
Q1 | $447K | Buy |
+3,000
| New | +$447K | 0.41% | 19 |
|