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 |
|