Walkner Condon 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 | $551K | Buy |
5,633
+29
| +0.5% | +$2.84K | 0.1% | 147 |
|
|
2025
Q1 | $492K | Buy |
5,604
+517
| +10% | +$45.4K | 0.1% | 156 |
|
|
2024
Q4 | $460K | Buy |
5,087
+118
| +2% | +$10.7K | 0.09% | 170 |
|
|
2024
Q3 | $401K | Buy |
4,969
+324
| +7% | +$26.2K | 0.08% | 179 |
|
|
2024
Q2 | $320K | Buy |
4,645
+258
| +6% | +$17.8K | 0.07% | 192 |
|
|
2024
Q1 | $264K | Buy |
+4,387
| New | +$264K | 0.06% | 227 |
|