Whelan 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 | $506K | Buy |
5,176
+69
| +1% | +$6.75K | 0.18% | 41 |
|
|
2025
Q1 | $448K | Buy |
5,107
+768
| +18% | +$67.4K | 0.17% | 39 |
|
|
2024
Q4 | $392K | Buy |
4,339
+97
| +2% | +$8.77K | 0.15% | 37 |
|
|
2024
Q3 | $343K | Buy |
4,242
+175
| +4% | +$14.1K | 0.14% | 34 |
|
|
2024
Q2 | $275K | Buy |
4,067
+311
| +8% | +$21.1K | 0.12% | 35 |
|
|
2024
Q1 | $226K | Buy |
+3,756
| New | +$226K | 0.1% | 37 |
|