Annex Advisory Services’s Walmart WMT Stock Holding History

Annex Advisory Services’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Sell	14,205 -2,733	-16%	-$267K	0.03%	145
2025 Q1	$1.49M	Buy	16,938 +650	+4%	+$57.1K	0.04%	137
2024 Q4	$1.47M	Buy	16,288 +328	+2%	+$29.6K	0.04%	135
2024 Q3	$1.29M	Sell	15,960 -520	-3%	-$42K	0.04%	128
2024 Q2	$1.12M	Sell	16,480 -2,187	-12%	-$148K	0.04%	130
2024 Q1	$1.12M	Buy	18,667 +1,306	+8%	+$78.6K	0.04%	122
2023 Q4	$912K	Buy	17,361 +1,509	+10%	+$79.3K	0.04%	127
2023 Q3	$845K	Sell	15,852 -225	-1%	-$12K	0.05%	111
2023 Q2	$842K	Buy	16,077 +294	+2%	+$15.4K	0.05%	116
2023 Q1	$776K	Sell	15,783 -1,455	-8%	-$71.5K	0.04%	120
2022 Q4	$815K	Sell	17,238 -5,358	-24%	-$253K	0.05%	127
2022 Q3	$977K	Sell	22,596 -5,424	-19%	-$235K	0.07%	119
2022 Q2	$1.14M	Sell	28,020 -65,400	-70%	-$2.65M	0.08%	124
2022 Q1	$4.64M	Buy	93,420 +4,143	+5%	+$206K	0.34%	56
2021 Q4	$4.31M	Buy	89,277 +3,423	+4%	+$165K	0.3%	63
2021 Q3	$3.99M	Buy	85,854 +1,836	+2%	+$85.3K	0.33%	53
2021 Q2	$3.95M	Sell	84,018 -786	-0.9%	-$36.9K	0.32%	55
2021 Q1	$3.84M	Sell	84,804 -34,401	-29%	-$1.56M	0.37%	49
2020 Q4	$5.73M	Buy	119,205 +1,572	+1%	+$75.5K	0.56%	22
2020 Q3	$5.49M	Sell	117,633 -1,044	-0.9%	-$48.7K	0.7%	17
2020 Q2	$4.74M	Buy	118,677 +5,550	+5%	+$222K	0.66%	17
2020 Q1	$4.29M	Buy	113,127 +6,477	+6%	+$245K	0.61%	18
2019 Q4	$4.23M	Buy	106,650 +1,818	+2%	+$72K	0.51%	19
2019 Q3	$4.15M	Buy	104,832 +3,141	+3%	+$124K	0.56%	19
2019 Q2	$3.74M	Buy	101,691 +639	+0.6%	+$23.5K	0.53%	20
2019 Q1	$3.29M	Sell	101,052 -90	-0.1%	-$2.93K	0.49%	20
2018 Q4	$3.14M	Buy	101,142 +8,814	+10%	+$274K	0.5%	27
2018 Q3	$2.89M	Buy	92,328 +7,719	+9%	+$242K	0.45%	24
2018 Q2	$2.42M	Buy	84,609 +4,995	+6%	+$143K	0.41%	24
2018 Q1	$2.36M	Buy	79,614 +13,779	+21%	+$409K	0.43%	22
2017 Q4	$2.17M	Buy	65,835 +6,927	+12%	+$228K	0.41%	21
2017 Q3	$1.53M	Buy	58,908 +31,716	+117%	+$826K	0.31%	30
2017 Q2	$686K	Buy	+27,192	New	+$686K	0.15%	66