Avestar Capital’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
52,290
+5,295
| +11% | +$518K | 0.35% | 51 |
|
|
2025
Q1 | $4.13M | Buy |
46,995
+14,499
| +45% | +$1.28M | 0.36% | 51 |
|
|
2024
Q4 | $2.94M | Buy |
32,496
+3,124
| +11% | +$283K | 0.25% | 68 |
|
|
2024
Q3 | $2.37M | Buy |
29,372
+1,514
| +5% | +$122K | 0.24% | 68 |
|
|
2024
Q2 | $1.89M | Buy |
27,858
+1,847
| +7% | +$125K | 0.19% | 86 |
|
|
2024
Q1 | $1.57M | Buy |
26,011
+5,116
| +24% | +$308K | 0.16% | 95 |
|
|
2023
Q4 | $1.1M | Buy |
20,895
+2,553
| +14% | +$135K | 0.12% | 95 |
|
|
2023
Q3 | $978K | Buy |
18,342
+1,203
| +7% | +$64.1K | 0.14% | 90 |
|
|
2023
Q2 | $898K | Buy |
17,139
+1,533
| +10% | +$80.3K | 0.14% | 79 |
|
|
2023
Q1 | $767K | Sell |
15,606
-582
| -4% | -$28.6K | 0.14% | 84 |
|
|
2022
Q4 | $768K | Buy |
16,188
+1,674
| +12% | +$79.4K | 0.14% | 85 |
|
|
2022
Q3 | $627K | Sell |
14,514
-54
| -0.4% | -$2.33K | 0.16% | 86 |
|
|
2022
Q2 | $590K | Buy |
14,568
+801
| +6% | +$32.4K | 0.15% | 90 |
|
|
2022
Q1 | $683K | Buy |
13,767
+6,369
| +86% | +$316K | 0.11% | 149 |
|
|
2021
Q4 | $358K | Buy |
7,398
+234
| +3% | +$11.3K | 0.04% | 240 |
|
|
2021
Q3 | $333K | Sell |
7,164
-132
| -2% | -$6.14K | 0.04% | 242 |
|
|
2021
Q2 | $343K | Hold |
7,296
| – | – | 0.05% | 237 |
|
|
2021
Q1 | $335K | Buy |
7,296
+3,000
| +70% | +$138K | 0.07% | 230 |
|
|
2020
Q4 | $207K | Sell |
4,296
-75
| -2% | -$3.61K | 0.06% | 255 |
|
|
2020
Q3 | $207K | Buy |
+4,371
| New | +$207K | 0.07% | 212 |
|
|
2020
Q2 | – | Sell |
-5,910
| Closed | -$225K | – | 205 |
|
|
2020
Q1 | $225K | Buy |
+5,910
| New | +$225K | 0.12% | 143 |
|
|
2019
Q4 | – | Sell |
-9,150
| Closed | -$362K | – | 179 |
|
|
2019
Q3 | $362K | Buy |
9,150
+1,554
| +20% | +$61.5K | 0.23% | 90 |
|
|
2019
Q2 | $276K | Buy |
7,596
+33
| +0.4% | +$1.2K | 0.17% | 84 |
|
|
2019
Q1 | $243K | Buy |
7,563
+36
| +0.5% | +$1.16K | 0.16% | 83 |
|
|
2018
Q4 | $229K | Buy |
7,527
+171
| +2% | +$5.2K | 0.16% | 91 |
|
|
2018
Q3 | $228K | Buy |
7,356
+42
| +0.6% | +$1.3K | 0.13% | 103 |
|
|
2018
Q2 | $206K | Buy |
7,314
+5,541
| +313% | +$156K | 0.13% | 103 |
|
|
2018
Q1 | $47K | Buy |
1,773
+141
| +9% | +$3.74K | 0.03% | 258 |
|
|
2017
Q4 | $53K | Buy |
+1,632
| New | +$53K | 0.04% | 244 |
|