Ameritas Advisory Services’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.1M Sell
62,346
-40,400
-39% -$3.95M 0.32% 55
2025
Q1
$9.17M Sell
102,746
-9,241
-8% -$825K 0.37% 50
2024
Q4
$10.1M Buy
111,987
+17,799
+19% +$1.61M 0.35% 55
2024
Q3
$7.61M Sell
94,188
-11,432
-11% -$923K 0.33% 60
2024
Q2
$7.15M Buy
105,620
+8,933
+9% +$605K 0.27% 76
2024
Q1
$5.79M Buy
96,687
+10,338
+12% +$619K 0.24% 87
2023
Q4
$4.75M Sell
86,349
-15,831
-15% -$871K 0.26% 86
2023
Q3
$5.48M Buy
102,180
+42,237
+70% +$2.27M 0.27% 73
2023
Q2
$3.07M Sell
59,943
-34,962
-37% -$1.79M 0.39% 53
2023
Q1
$4.73M Sell
94,905
-49,134
-34% -$2.45M 0.24% 87
2022
Q4
$6.81M Buy
144,039
+32,286
+29% +$1.53M 0.32% 71
2022
Q3
$4.83M Buy
111,753
+19,377
+21% +$838K 0.29% 77
2022
Q2
$3.74M Buy
92,376
+7,518
+9% +$305K 0.22% 100
2022
Q1
$4.21M Buy
84,858
+303
+0.4% +$15K 0.15% 101
2021
Q4
$4.08M Buy
+84,555
New +$4.08M 0.15% 113