Allen Mooney & Barnes Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
46,323
+116
| +0.3% | +$11.3K | 0.74% | 38 |
|
|
2025
Q1 | $4.06M | Buy |
46,207
+398
| +0.9% | +$34.9K | 0.66% | 43 |
|
|
2024
Q4 | $4.14M | Buy |
45,809
+44
| +0.1% | +$3.98K | 0.7% | 41 |
|
|
2024
Q3 | $3.7M | Buy |
45,765
+298
| +0.7% | +$24.1K | 0.63% | 42 |
|
|
2024
Q2 | $3.08M | Buy |
45,467
+289
| +0.6% | +$19.6K | 0.55% | 44 |
|
|
2024
Q1 | $2.71M | Buy |
45,178
+2,161
| +5% | +$130K | 0.52% | 47 |
|
|
2023
Q4 | $2.26M | Buy |
43,017
+225
| +0.5% | +$11.8K | 0.43% | 51 |
|
|
2023
Q3 | $2.28M | Buy |
42,792
+90
| +0.2% | +$4.8K | 0.49% | 46 |
|
|
2023
Q2 | $2.24M | Buy |
42,702
+825
| +2% | +$43.2K | 0.5% | 48 |
|
|
2023
Q1 | $2.06M | Sell |
41,877
-2,769
| -6% | -$136K | 0.49% | 51 |
|
|
2022
Q4 | $2.11M | Hold |
44,646
| – | – | 0.51% | 51 |
|
|
2022
Q3 | $1.93M | Buy |
44,646
+102
| +0.2% | +$4.41K | 0.52% | 49 |
|
|
2022
Q2 | $1.81M | Sell |
44,544
-2,199
| -5% | -$89.1K | 0.46% | 53 |
|
|
2022
Q1 | $2.32M | Buy |
+46,743
| New | +$2.32M | 0.51% | 51 |
|