Alta Advisers’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Buy
21,813
+300
+1% +$29.3K 0.76% 22
2025
Q1
$1.89M Buy
21,513
+7,000
+48% +$615K 0.8% 24
2024
Q4
$1.31M Buy
14,513
+2,713
+23% +$245K 0.83% 22
2024
Q3
$953K Buy
11,800
+500
+4% +$40.4K 0.44% 24
2024
Q2
$765K Hold
11,300
0.37% 27
2024
Q1
$680K Buy
11,300
+500
+5% +$30.1K 0.34% 31
2023
Q4
$568K Buy
10,800
+300
+3% +$15.8K 0.3% 35
2023
Q3
$560K Hold
10,500
0.32% 29
2023
Q2
$550K Hold
10,500
0.31% 31
2023
Q1
$516K Hold
10,500
0.31% 34
2022
Q4
$496K Hold
10,500
0.3% 33
2022
Q3
$454K Buy
+10,500
New +$454K 0.29% 34
2013
Q4
Sell
-1,053
Closed -$26K 78
2013
Q3
$26K Sell
1,053
-699
-40% -$17.3K 0.01% 69
2013
Q2
$44K Buy
+1,752
New +$44K 0.02% 66