White Knight Strategic Wealth 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 | $332K | Sell |
3,393
-45
| -1% | -$4.4K | 0.28% | 63 |
|
|
2025
Q1 | $302K | Sell |
3,438
-3,439
| -50% | -$302K | 0.28% | 62 |
|
|
2024
Q4 | $621K | Buy |
6,877
+3,439
| +100% | +$311K | 0.26% | 62 |
|
|
2024
Q3 | $278K | Hold |
3,438
| – | – | 0.25% | 68 |
|
|
2024
Q2 | $233K | Hold |
3,438
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $207K | Sell |
3,438
-1,200
| -26% | -$72.2K | 0.22% | 72 |
|
|
2023
Q4 | $244K | Hold |
4,638
| – | – | 0.28% | 63 |
|
|
2023
Q3 | $247K | Sell |
4,638
-645
| -12% | -$34.4K | 0.33% | 54 |
|
|
2023
Q2 | $277K | Sell |
5,283
-2,910
| -36% | -$152K | 0.32% | 59 |
|
|
2023
Q1 | $403K | Sell |
8,193
-825
| -9% | -$40.6K | 0.51% | 41 |
|
|
2022
Q4 | $426K | Sell |
9,018
-735
| -8% | -$34.7K | 0.58% | 43 |
|
|
2022
Q3 | $422K | Sell |
9,753
-855
| -8% | -$37K | 0.6% | 40 |
|
|
2022
Q2 | $430K | Hold |
10,608
| – | – | 0.59% | 42 |
|
|
2022
Q1 | $527K | Sell |
10,608
-1,290
| -11% | -$64.1K | 0.57% | 40 |
|
|
2021
Q4 | $574K | Buy |
+11,898
| New | +$574K | 0.6% | 39 |
|