Ballew 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
$488K Buy
4,966
+12
+0.2% +$1.18K 0.29% 70
2025
Q1
$460K Buy
4,954
+25
+0.5% +$2.32K 0.31% 68
2024
Q4
$451K Sell
4,929
-123
-2% -$11.3K 0.29% 70
2024
Q3
$406K Buy
5,052
+3
+0.1% +$241 0.27% 72
2024
Q2
$351K Sell
5,049
-97
-2% -$6.75K 0.23% 80
2024
Q1
$312K Buy
5,146
+4
+0.1% +$243 0.22% 81
2023
Q4
$277K Buy
5,142
+6
+0.1% +$324 0.21% 83
2023
Q3
$276K Buy
5,136
+3
+0.1% +$161 0.23% 82
2023
Q2
$265K Hold
5,133
0.19% 86
2023
Q1
$266K Buy
+5,133
New +$266K 0.19% 87
2018
Q4
Sell
-3,153
Closed -$104K 441
2018
Q3
$104K Buy
3,153
+3
+0.1% +$99 0.1% 116
2018
Q2
$90K Buy
3,150
+6
+0.2% +$171 0.1% 117
2018
Q1
$93K Buy
+3,144
New +$93K 0.08% 118