Advance Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
9,726
+271
| +3% | +$26.5K | 0.04% | 64 |
|
|
2025
Q1 | $830K | Buy |
9,455
+65
| +0.7% | +$5.71K | 0.04% | 69 |
|
|
2024
Q4 | $848K | Sell |
9,390
-308
| -3% | -$27.8K | 0.04% | 61 |
|
|
2024
Q3 | $783K | Buy |
9,698
+2,901
| +43% | +$234K | 0.03% | 66 |
|
|
2024
Q2 | $460K | Buy |
6,797
+249
| +4% | +$16.9K | 0.02% | 93 |
|
|
2024
Q1 | $394K | Sell |
6,548
-622
| -9% | -$37.4K | 0.03% | 100 |
|
|
2023
Q4 | $377K | Buy |
7,170
+135
| +2% | +$7.1K | 0.03% | 82 |
|
|
2023
Q3 | $375K | Buy |
7,035
+48
| +0.7% | +$2.56K | 0.03% | 80 |
|
|
2023
Q2 | $366K | Buy |
6,987
+183
| +3% | +$9.59K | 0.04% | 78 |
|
|
2023
Q1 | $334K | Buy |
6,804
+30
| +0.4% | +$1.48K | 0.06% | 76 |
|
|
2022
Q4 | $320K | Buy |
6,774
+75
| +1% | +$3.55K | 0.04% | 72 |
|
|
2022
Q3 | $290K | Buy |
6,699
+117
| +2% | +$5.07K | 0.04% | 66 |
|
|
2022
Q2 | $267K | Buy |
6,582
+201
| +3% | +$8.15K | 0.03% | 67 |
|
|
2022
Q1 | $317K | Hold |
6,381
| – | – | 0.04% | 59 |
|
|
2021
Q4 | $308K | Buy |
+6,381
| New | +$308K | 0.06% | 65 |
|