Atlas 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 | $1.47M | Sell |
15,048
-887
| -6% | -$86.7K | 0.18% | 103 |
|
|
2025
Q1 | $1.4M | Hold |
15,935
| – | – | 0.17% | 106 |
|
|
2024
Q4 | $1.44M | Sell |
15,935
-673
| -4% | -$60.8K | 0.18% | 95 |
|
|
2024
Q3 | $1.34M | Buy |
16,608
+1,830
| +12% | +$148K | 0.2% | 96 |
|
|
2024
Q2 | $1M | Sell |
14,778
-2,199
| -13% | -$149K | 0.13% | 124 |
|
|
2024
Q1 | $1.02M | Hold |
16,977
| – | – | 0.16% | 122 |
|
|
2023
Q4 | $892K | Buy |
16,977
+714
| +4% | +$37.5K | 0.13% | 135 |
|
|
2023
Q3 | $867K | Sell |
16,263
-141
| -0.9% | -$7.52K | 0.14% | 117 |
|
|
2023
Q2 | $859K | Hold |
16,404
| – | – | 0.13% | 127 |
|
|
2023
Q1 | $806K | Sell |
16,404
-942
| -5% | -$46.3K | 0.13% | 122 |
|
|
2022
Q4 | $820K | Sell |
17,346
-483
| -3% | -$22.8K | 0.14% | 125 |
|
|
2022
Q3 | $771K | Sell |
17,829
-150
| -0.8% | -$6.49K | 0.14% | 122 |
|
|
2022
Q2 | $729K | Sell |
17,979
-576
| -3% | -$23.3K | 0.12% | 140 |
|
|
2022
Q1 | $921K | Buy |
18,555
+252
| +1% | +$12.5K | 0.14% | 128 |
|
|
2021
Q4 | $883K | Sell |
18,303
-5,898
| -24% | -$284K | 0.13% | 129 |
|
|
2021
Q3 | $1.12M | Sell |
24,201
-201
| -0.8% | -$9.34K | 0.18% | 106 |
|
|
2021
Q2 | $1.15M | Sell |
24,402
-198
| -0.8% | -$9.31K | 0.19% | 104 |
|
|
2021
Q1 | $1.11M | Sell |
24,600
-756
| -3% | -$34.2K | 0.22% | 98 |
|
|
2020
Q4 | $1.22M | Sell |
25,356
-2,091
| -8% | -$100K | 0.26% | 83 |
|
|
2020
Q3 | $1.28M | Sell |
27,447
-5,493
| -17% | -$256K | 0.3% | 77 |
|
|
2020
Q2 | $1.32M | Sell |
32,940
-2,427
| -7% | -$96.9K | 0.31% | 76 |
|
|
2020
Q1 | $1.34M | Sell |
35,367
-2,673
| -7% | -$101K | 0.4% | 57 |
|
|
2019
Q4 | $1.51M | Sell |
38,040
-738
| -2% | -$29.2K | 0.38% | 66 |
|
|
2019
Q3 | $1.53M | Buy |
38,778
+3,309
| +9% | +$131K | 0.46% | 56 |
|
|
2019
Q2 | $1.31M | Sell |
35,469
-1,485
| -4% | -$54.7K | 0.43% | 60 |
|
|
2019
Q1 | $1.2M | Buy |
36,954
+9,207
| +33% | +$299K | 0.43% | 66 |
|
|
2018
Q4 | $862K | Sell |
27,747
-2,655
| -9% | -$82.4K | 0.35% | 78 |
|
|
2018
Q3 | $953K | Sell |
30,402
-2,310
| -7% | -$72.4K | 0.32% | 86 |
|
|
2018
Q2 | $962K | Sell |
32,712
-11,385
| -26% | -$335K | 0.34% | 78 |
|
|
2018
Q1 | $1.31M | Buy |
+44,097
| New | +$1.31M | 0.4% | 66 |
|