Advisor Resource Council’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
6,365
-25,549
| -80% | -$2.5M | 0.24% | 60 |
|
|
2025
Q1 | $2.3M | Buy |
+31,914
| New | +$2.3M | 0.19% | 135 |
|
|
2024
Q4 | – | Sell |
-10,746
| Closed | -$868K | – | 264 |
|
|
2024
Q3 | $868K | Buy |
+10,746
| New | +$868K | 0.39% | 61 |
|
|
2024
Q2 | – | Sell |
-2,941
| Closed | -$464K | – | 224 |
|
|
2024
Q1 | $464K | Sell |
2,941
-18,419
| -86% | -$2.9M | 0.2% | 120 |
|
|
2023
Q4 | $1.12M | Buy |
21,360
+17,391
| +438% | +$914K | 0.13% | 154 |
|
|
2023
Q3 | $212K | Buy |
3,969
+138
| +4% | +$7.36K | 0.11% | 140 |
|
|
2023
Q2 | $201K | Buy |
+3,831
| New | +$201K | 0.09% | 147 |
|
|
2022
Q3 | – | Sell |
-25,386
| Closed | -$1.03M | – | 510 |
|
|
2022
Q2 | $1.03M | Buy |
+25,386
| New | +$1.03M | 0.1% | 190 |
|
|
2022
Q1 | – | Sell |
-22,740
| Closed | -$1.1M | – | 560 |
|
|
2021
Q4 | $1.1M | Buy |
+22,740
| New | +$1.1M | 0.09% | 229 |
|
|
2021
Q3 | – | Sell |
-14,985
| Closed | -$704K | – | 502 |
|
|
2021
Q2 | $704K | Buy |
+14,985
| New | +$704K | 0.07% | 249 |
|