AllGen Financial 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 | $1.88M | Sell |
19,183
-19,001
| -50% | -$1.86M | 0.5% | 27 |
|
|
2025
Q1 | $3.35M | Sell |
38,184
-1,021
| -3% | -$89.6K | 0.99% | 23 |
|
|
2024
Q4 | $3.54M | Sell |
39,205
-4,114
| -9% | -$372K | 1.19% | 19 |
|
|
2024
Q3 | $3.5M | Sell |
43,319
-2,217
| -5% | -$179K | 1.14% | 21 |
|
|
2024
Q2 | $3.08M | Sell |
45,536
-1,416
| -3% | -$95.9K | 1.17% | 22 |
|
|
2024
Q1 | $2.83M | Buy |
46,952
+215
| +0.5% | +$12.9K | 1.15% | 24 |
|
|
2023
Q4 | $2.46M | Sell |
46,737
-1,794
| -4% | -$94.3K | 1.28% | 21 |
|
|
2023
Q3 | $2.59M | Sell |
48,531
-1,008
| -2% | -$53.7K | 1.84% | 15 |
|
|
2023
Q2 | $2.6M | Sell |
49,539
-171
| -0.3% | -$8.96K | 1.63% | 20 |
|
|
2023
Q1 | $2.44M | Sell |
49,710
-954
| -2% | -$46.9K | 1.71% | 18 |
|
|
2022
Q4 | $2.39M | Buy |
50,664
+1,524
| +3% | +$72K | 1.72% | 15 |
|
|
2022
Q3 | $2.12M | Sell |
49,140
-1,638
| -3% | -$70.8K | 1.65% | 16 |
|
|
2022
Q2 | $2.06M | Sell |
50,778
-162
| -0.3% | -$6.57K | 1.69% | 22 |
|
|
2022
Q1 | $2.53M | Buy |
50,940
+11,901
| +30% | +$591K | 2.11% | 16 |
|
|
2021
Q4 | $1.88M | Sell |
39,039
-1,833,396
| -98% | -$88.4M | 1.4% | 22 |
|
|
2021
Q3 | $3.17M | Buy |
1,872,435
+1,839,594
| +5,602% | +$3.12M | 2.59% | 10 |
|
|
2021
Q2 | $1.54M | Sell |
32,841
-97,944
| -75% | -$4.6M | 1.18% | 17 |
|
|
2021
Q1 | $1.64M | Buy |
130,785
+93,846
| +254% | +$1.18M | 1.34% | 19 |
|
|
2020
Q4 | $1.77M | Buy |
+36,939
| New | +$1.77M | 1.65% | 16 |
|