Arete Wealth Advisors’s Walmart WMT Stock Holding History

Arete Wealth Advisors’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	$7.69M	Buy	78,622 +10,596	+16%	+$1.04M	0.55%	40
2025 Q1	$5.97M	Buy	68,026 +7,734	+13%	+$679K	0.46%	49
2024 Q4	$5.45M	Sell	60,292 -8,999	-13%	-$813K	0.39%	55
2024 Q3	$5.59M	Sell	69,291 -6,327	-8%	-$510K	0.48%	43
2024 Q2	$5.11M	Sell	75,618 -16,285	-18%	-$1.1M	0.42%	52
2024 Q1	$5.53M	Buy	91,903 +1,315	+1%	+$79.2K	0.51%	46
2023 Q4	$4.76M	Sell	90,588 -2,397	-3%	-$126K	0.36%	60
2023 Q3	$4.96M	Sell	92,985 -16,197	-15%	-$863K	0.86%	22
2023 Q2	$5.72M	Buy	109,182 +16,782	+18%	+$879K	0.51%	40
2023 Q1	$4.54M	Buy	92,400 +5,718	+7%	+$281K	0.37%	60
2022 Q4	$4.1B	Buy	86,682 +2,187	+3%	+$103M	0.36%	58
2022 Q3	$3.65M	Buy	84,495 +21,969	+35%	+$950K	0.36%	57
2022 Q2	$2.54M	Buy	62,526 +4,752	+8%	+$193K	0.26%	82
2022 Q1	$2.87M	Buy	57,774 +2,226	+4%	+$111K	0.24%	87
2021 Q4	$2.68M	Buy	55,548 +1,509	+3%	+$72.7K	0.23%	85
2021 Q3	$2.51M	Buy	54,039 +2,202	+4%	+$102K	0.28%	81
2021 Q2	$1.97M	Buy	51,837 +2,658	+5%	+$101K	0.28%	78
2021 Q1	$2.23M	Buy	49,179 +11,025	+29%	+$499K	0.28%	81
2020 Q4	$1.84M	Buy	38,154 +3,495	+10%	+$169K	0.26%	86
2020 Q3	$1.62M	Buy	34,659 +3,114	+10%	+$146K	0.24%	98
2020 Q2	$1.26M	Buy	31,545 +9,774	+45%	+$390K	0.22%	119
2020 Q1	$824K	Buy	21,771 +180	+0.8%	+$6.81K	0.16%	141
2019 Q4	$855K	Sell	21,591 -3,270	-13%	-$129K	0.15%	161
2019 Q3	$983K	Buy	24,861 +2,541	+11%	+$100K	0.19%	132
2019 Q2	$822K	Buy	22,320 +5,313	+31%	+$196K	0.16%	157
2019 Q1	$553K	Sell	17,007 -42	-0.2%	-$1.37K	0.12%	196
2018 Q4	$529K	Buy	17,049 +1,959	+13%	+$60.8K	0.13%	185
2018 Q3	$472K	Buy	15,090 +1,650	+12%	+$51.6K	0.1%	195
2018 Q2	$384K	Buy	13,440 +5,421	+68%	+$155K	0.09%	231
2018 Q1	$238K	Buy	8,019 +1,812	+29%	+$53.8K	0.08%	279
2017 Q4	$204K	Sell	6,207 -1,932	-24%	-$63.5K	0.07%	295
2017 Q3	$212K	Buy	+8,139	New	+$212K	0.08%	243