Ancora 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 | $12.3M | Sell |
126,136
-5,243
| -4% | -$513K | 0.26% | 82 |
|
2025
Q1 | $11.5M | Buy |
131,379
+302
| +0.2% | +$26.5K | 0.26% | 77 |
|
2024
Q4 | $11.8M | Sell |
131,077
-734
| -0.6% | -$66.3K | 0.26% | 80 |
|
2024
Q3 | $10.6M | Sell |
131,811
-1,049
| -0.8% | -$84.7K | 0.24% | 92 |
|
2024
Q2 | $9M | Sell |
132,860
-1,855
| -1% | -$126K | 0.22% | 92 |
|
2024
Q1 | $8.11M | Buy |
134,715
+2,673
| +2% | +$161K | 0.18% | 101 |
|
2023
Q4 | $6.94M | Buy |
132,042
+5,739
| +5% | +$302K | 0.16% | 124 |
|
2023
Q3 | $6.73M | Buy |
126,303
+3,951
| +3% | +$211K | 0.18% | 116 |
|
2023
Q2 | $6.41M | Buy |
122,352
+7,521
| +7% | +$394K | 0.17% | 116 |
|
2023
Q1 | $5.64M | Buy |
114,831
+8,505
| +8% | +$418K | 0.16% | 125 |
|
2022
Q4 | $5.03M | Buy |
106,326
+77,229
| +265% | +$3.65M | 0.14% | 139 |
|
2022
Q3 | $1.26M | Buy |
29,097
+5,628
| +24% | +$243K | 0.04% | 303 |
|
2022
Q2 | $951K | Buy |
23,469
+441
| +2% | +$17.9K | 0.03% | 364 |
|
2022
Q1 | $1.14M | Sell |
23,028
-510
| -2% | -$25.3K | 0.03% | 365 |
|
2021
Q4 | $1.14M | Sell |
23,538
-570
| -2% | -$27.5K | 0.03% | 364 |
|
2021
Q3 | $1.12M | Buy |
24,108
+831
| +4% | +$38.6K | 0.03% | 362 |
|
2021
Q2 | $1.09M | Buy |
23,277
+177
| +0.8% | +$8.32K | 0.03% | 376 |
|
2021
Q1 | $1.05M | Buy |
23,100
+1,824
| +9% | +$82.6K | 0.03% | 370 |
|
2020
Q4 | $1.02M | Sell |
21,276
-75
| -0.4% | -$3.6K | 0.03% | 343 |
|
2020
Q3 | $995K | Buy |
21,351
+1,005
| +5% | +$46.8K | 0.04% | 309 |
|
2020
Q2 | $813K | Buy |
20,346
+1,470
| +8% | +$58.7K | 0.03% | 339 |
|
2020
Q1 | $715K | Sell |
18,876
-3,114
| -14% | -$118K | 0.03% | 373 |
|
2019
Q4 | $871K | Buy |
21,990
+2,406
| +12% | +$95.3K | 0.03% | 388 |
|
2019
Q3 | $774K | Buy |
19,584
+3,750
| +24% | +$148K | 0.03% | 372 |
|
2019
Q2 | $583K | Sell |
15,834
-132
| -0.8% | -$4.86K | 0.03% | 391 |
|
2019
Q1 | $519K | Sell |
15,966
-3,306
| -17% | -$107K | 0.02% | 418 |
|
2018
Q4 | $599K | Buy |
19,272
+6,576
| +52% | +$204K | 0.03% | 383 |
|
2018
Q3 | $398K | Sell |
12,696
-6,333
| -33% | -$199K | 0.02% | 534 |
|
2018
Q2 | $543K | Sell |
19,029
-6,654
| -26% | -$190K | 0.02% | 464 |
|
2018
Q1 | $762K | Buy |
25,683
+7,143
| +39% | +$212K | 0.03% | 380 |
|
2017
Q4 | $610K | Sell |
18,540
-6,330
| -25% | -$208K | 0.03% | 392 |
|
2017
Q3 | $647K | Buy |
+24,870
| New | +$647K | 0.04% | 403 |
|
2017
Q1 | – | Sell |
-3,699
| Closed | -$85K | – | 1075 |
|
2016
Q4 | $85K | Buy |
+3,699
| New | +$85K | 0.01% | 688 |
|
2013
Q3 | – | Sell |
-36,186
| Closed | -$898K | – | 417 |
|
2013
Q2 | $898K | Buy |
+36,186
| New | +$898K | 0.15% | 161 |
|