Advantage Trust Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
32,468
+25,200
| +347% | +$2.46M | 1.56% | 13 |
|
|
2025
Q1 | $638K | Sell |
7,268
-1,000
| -12% | -$87.8K | 0.39% | 25 |
|
|
2024
Q4 | $747K | Sell |
8,268
-1,200
| -13% | -$108K | 0.44% | 21 |
|
|
2024
Q3 | $765K | Sell |
9,468
-3,300
| -26% | -$266K | 0.52% | 18 |
|
|
2024
Q2 | $865K | Hold |
12,768
| – | – | 0.62% | 16 |
|
|
2024
Q1 | $768K | Hold |
12,768
| – | – | 0.57% | 18 |
|
|
2023
Q4 | $671K | Buy |
+12,768
| New | +$671K | 0.53% | 19 |
|