Affiance Financial’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Sell	2,637 -180	-6%	-$17.6K	0.05%	92
2025 Q1	$247K	Hold	2,817	–	–	0.06%	91
2024 Q4	$255K	Hold	2,817	–	–	0.06%	94
2024 Q3	$227K	Buy	+2,817	New	+$227K	0.06%	94
2023 Q1	–	Sell	-1,857	Closed	-$87.8K	–	415
2022 Q4	$87.8K	Buy	+1,857	New	+$87.8K	0.04%	138
2022 Q2	–	Sell	-4,557	Closed	-$226K	–	137
2022 Q1	$226K	Hold	4,557	–	–	0.11%	89
2021 Q4	$220K	Hold	4,557	–	–	0.09%	102
2021 Q3	$212K	Sell	4,557 -24	-0.5%	-$1.12K	0.09%	108
2021 Q2	$215K	Buy	4,581 +24	+0.5%	+$1.13K	0.09%	107
2021 Q1	$206K	Hold	4,557	–	–	0.09%	106
2020 Q4	$219K	Hold	4,557	–	–	0.11%	95
2020 Q3	$213K	Buy	+4,557	New	+$213K	0.12%	93
2019 Q4	–	Sell	-9,702	Closed	-$384K	–	147
2019 Q3	$384K	Hold	9,702	–	–	0.23%	65
2019 Q2	$357K	Hold	9,702	–	–	0.22%	69
2019 Q1	$315K	Hold	9,702	–	–	0.2%	73
2018 Q4	$301K	Hold	9,702	–	–	0.2%	76
2018 Q3	$304K	Hold	9,702	–	–	0.2%	71
2018 Q2	$277K	Sell	9,702 -672	-6%	-$19.2K	0.21%	76
2018 Q1	$308K	Hold	10,374	–	–	0.27%	63
2017 Q4	$341K	Sell	10,374 -450	-4%	-$14.8K	0.25%	55
2017 Q3	$282K	Hold	10,824	–	–	0.23%	63
2017 Q2	$273K	Sell	10,824 -285	-3%	-$7.19K	0.22%	62
2017 Q1	$267K	Hold	11,109	–	–	0.21%	65
2016 Q4	$256K	Hold	11,109	–	–	0.21%	72
2016 Q3	$267K	Hold	11,109	–	–	0.22%	70
2016 Q2	$270K	Hold	11,109	–	–	0.23%	69
2016 Q1	$254K	Hold	11,109	–	–	0.24%	74
2015 Q4	$227K	Hold	11,109	–	–	0.23%	77
2015 Q3	$240K	Hold	11,109	–	–	0.3%	71
2015 Q2	$263K	Hold	11,109	–	–	0.34%	77
2015 Q1	$305K	Hold	11,109	–	–	0.46%	63
2014 Q4	$318K	Buy	+11,109	New	+$318K	0.56%	51