AE Wealth 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 | $46.3M | Buy |
473,622
+254,049
| +116% | +$24.8M | 0.34% | 74 |
|
|
2025
Q1 | $19.3M | Buy |
219,573
+30,412
| +16% | +$2.67M | 0.16% | 155 |
|
|
2024
Q4 | $17.1M | Sell |
189,161
-8,842
| -4% | -$799K | 0.15% | 166 |
|
|
2024
Q3 | $16M | Sell |
198,003
-13,254
| -6% | -$1.07M | 0.15% | 160 |
|
|
2024
Q2 | $14.3M | Buy |
211,257
+56,658
| +37% | +$3.84M | 0.14% | 172 |
|
|
2024
Q1 | $9.3M | Sell |
154,599
-713,100
| -82% | -$42.9M | 0.11% | 225 |
|
|
2023
Q4 | $47.5M | Sell |
867,699
-34,650
| -4% | -$1.9M | 0.24% | 83 |
|
|
2023
Q3 | $48.1M | Sell |
902,349
-8,625
| -0.9% | -$460K | 0.29% | 66 |
|
|
2023
Q2 | $47.7M | Buy |
910,974
+33,606
| +4% | +$1.76M | 0.29% | 63 |
|
|
2023
Q1 | $43.1M | Buy |
877,368
+43,596
| +5% | +$2.14M | 0.28% | 65 |
|
|
2022
Q4 | $39.4M | Buy |
833,772
+75,987
| +10% | +$3.59M | 0.28% | 67 |
|
|
2022
Q3 | $32.8M | Buy |
757,785
+25,722
| +4% | +$1.11M | 0.26% | 77 |
|
|
2022
Q2 | $29.7M | Buy |
732,063
+55,263
| +8% | +$2.24M | 0.24% | 97 |
|
|
2022
Q1 | $33.6M | Buy |
676,800
+32,751
| +5% | +$1.63M | 0.23% | 97 |
|
|
2021
Q4 | $31.1M | Buy |
644,049
+44,862
| +7% | +$2.16M | 0.22% | 106 |
|
|
2021
Q3 | $27.8M | Buy |
599,187
+41,817
| +8% | +$1.94M | 0.23% | 98 |
|
|
2021
Q2 | $26.2M | Buy |
557,370
+55,614
| +11% | +$2.61M | 0.23% | 104 |
|
|
2021
Q1 | $22.7M | Buy |
501,756
+25,689
| +5% | +$1.16M | 0.23% | 101 |
|
|
2020
Q4 | $22.9M | Buy |
476,067
+20,283
| +4% | +$975K | 0.26% | 91 |
|
|
2020
Q3 | $21.3M | Buy |
455,784
+20,568
| +5% | +$959K | 0.3% | 73 |
|
|
2020
Q2 | $17.4M | Buy |
435,216
+49,287
| +13% | +$1.97M | 0.27% | 90 |
|
|
2020
Q1 | $14.6M | Buy |
385,929
+46,149
| +14% | +$1.75M | 0.34% | 59 |
|
|
2019
Q4 | $13.5M | Buy |
339,780
+24,519
| +8% | +$971K | 0.29% | 74 |
|
|
2019
Q3 | $12.5M | Buy |
315,261
+24,957
| +9% | +$987K | 0.36% | 56 |
|
|
2019
Q2 | $10.7M | Buy |
290,304
+138,297
| +91% | +$5.09M | 0.32% | 63 |
|
|
2019
Q1 | $4.94M | Buy |
152,007
+19,425
| +15% | +$632K | 0.34% | 59 |
|
|
2018
Q4 | $4.12M | Buy |
132,582
+600
| +0.5% | +$18.6K | 0.7% | 31 |
|
|
2018
Q3 | $4.13M | Buy |
131,982
+16,359
| +14% | +$512K | 0.23% | 79 |
|
|
2018
Q2 | $3.3M | Buy |
115,623
+19,830
| +21% | +$566K | 0.22% | 66 |
|
|
2018
Q1 | $2.84M | Buy |
95,793
+10,065
| +12% | +$299K | 0.22% | 71 |
|
|
2017
Q4 | $2.82M | Sell |
85,728
-5,727
| -6% | -$189K | 0.25% | 71 |
|
|
2017
Q3 | $2.38M | Buy |
91,455
+8,100
| +10% | +$211K | 0.22% | 72 |
|
|
2017
Q2 | $2.1M | Buy |
83,355
+47,208
| +131% | +$1.19M | 0.25% | 73 |
|
|
2017
Q1 | $868K | Buy |
36,147
+8,619
| +31% | +$207K | 0.16% | 125 |
|
|
2016
Q4 | $634K | Buy |
+27,528
| New | +$634K | 0.26% | 99 |
|