Aptus Capital 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 | $63.3M | Buy |
647,024
+34,455
| +6% | +$3.37M | 0.52% | 32 |
|
|
2025
Q1 | $53.8M | Buy |
612,569
+56,437
| +10% | +$4.95M | 0.55% | 36 |
|
|
2024
Q4 | $50.3M | Buy |
556,132
+93,951
| +20% | +$8.5M | 0.53% | 38 |
|
|
2024
Q3 | $37.3M | Buy |
462,181
+53,231
| +13% | +$4.3M | 0.56% | 42 |
|
|
2024
Q2 | $27.7M | Buy |
408,950
+48,540
| +13% | +$3.29M | 0.49% | 44 |
|
|
2024
Q1 | $21.7M | Buy |
360,410
+48,938
| +16% | +$2.94M | 0.4% | 48 |
|
|
2023
Q4 | $16.4M | Sell |
311,472
-5,949
| -2% | -$313K | 0.45% | 51 |
|
|
2023
Q3 | $16.9M | Buy |
317,421
+109,593
| +53% | +$5.84M | 0.46% | 47 |
|
|
2023
Q2 | $10.9M | Sell |
207,828
-11,112
| -5% | -$582K | 0.26% | 74 |
|
|
2023
Q1 | $10.8M | Sell |
218,940
-70,869
| -24% | -$3.49M | 0.29% | 70 |
|
|
2022
Q4 | $13.7M | Buy |
289,809
+10,134
| +4% | +$479K | 0.42% | 46 |
|
|
2022
Q3 | $12.1M | Buy |
279,675
+128,157
| +85% | +$5.54M | 0.29% | 46 |
|
|
2022
Q2 | $6.14M | Sell |
151,518
-28,548
| -16% | -$1.16M | 0.16% | 82 |
|
|
2022
Q1 | $8.95M | Buy |
180,066
+53,802
| +43% | +$2.67M | 0.22% | 58 |
|
|
2021
Q4 | $6.09M | Buy |
126,264
+15,075
| +14% | +$727K | 0.18% | 66 |
|
|
2021
Q3 | $5.17M | Buy |
111,189
+13,803
| +14% | +$641K | 0.13% | 62 |
|
|
2021
Q2 | $4.58M | Buy |
97,386
+11,532
| +13% | +$542K | 0.13% | 59 |
|
|
2021
Q1 | $3.89M | Sell |
85,854
-26,088
| -23% | -$1.18M | 0.14% | 63 |
|
|
2020
Q4 | $5.38M | Buy |
111,942
+16,851
| +18% | +$810K | 0.25% | 46 |
|
|
2020
Q3 | $4.43M | Buy |
95,091
+2,712
| +3% | +$126K | 0.24% | 48 |
|
|
2020
Q2 | $3.69M | Sell |
92,379
-37,803
| -29% | -$1.51M | 0.23% | 51 |
|
|
2020
Q1 | $4.93M | Buy |
130,182
+54,105
| +71% | +$2.05M | 0.43% | 31 |
|
|
2019
Q4 | $3.01M | Buy |
76,077
+60,141
| +377% | +$2.38M | 0.21% | 59 |
|
|
2019
Q3 | $630K | Sell |
15,936
-204
| -1% | -$8.07K | 0.04% | 175 |
|
|
2019
Q2 | $594K | Sell |
16,140
-309
| -2% | -$11.4K | 0.08% | 189 |
|
|
2019
Q1 | $534K | Buy |
+16,449
| New | +$534K | 0.09% | 156 |
|