Baltimore-Washington Financial 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 | $498K | Buy |
5,092
+505
| +11% | +$49.4K | 0.02% | 111 |
|
|
2025
Q1 | $403K | Sell |
4,587
-42
| -0.9% | -$3.69K | 0.02% | 110 |
|
|
2024
Q4 | $418K | Buy |
4,629
+141
| +3% | +$12.7K | 0.02% | 110 |
|
|
2024
Q3 | $362K | Sell |
4,488
-71
| -2% | -$5.73K | 0.02% | 110 |
|
|
2024
Q2 | $309K | Buy |
4,559
+641
| +16% | +$43.4K | 0.02% | 116 |
|
|
2024
Q1 | $236K | Buy |
+3,918
| New | +$236K | 0.01% | 114 |
|
|
2023
Q3 | – | Sell |
-3,831
| Closed | -$201K | – | 153 |
|
|
2023
Q2 | $201K | Buy |
+3,831
| New | +$201K | 0.02% | 134 |
|
|
2023
Q1 | – | Sell |
-5,301
| Closed | -$251K | – | 145 |
|
|
2022
Q4 | $251K | Sell |
5,301
-789
| -13% | -$37.3K | 0.02% | 127 |
|
|
2022
Q3 | $246K | Hold |
6,090
| – | – | 0.02% | 139 |
|
|
2022
Q2 | $246K | Buy |
+6,090
| New | +$246K | 0.03% | 113 |
|
|
2022
Q1 | – | Sell |
-5,940
| Closed | -$286K | – | 163 |
|
|
2021
Q4 | $286K | Buy |
+5,940
| New | +$286K | 0.02% | 116 |
|
|
2014
Q4 | – | Sell |
-1,200
| Closed | -$31K | – | 316 |
|
|
2014
Q3 | $31K | Hold |
1,200
| – | – | 0.01% | 159 |
|
|
2014
Q2 | $30K | Hold |
1,200
| – | – | 0.01% | 192 |
|
|
2014
Q1 | $31K | Hold |
1,200
| – | – | 0.01% | 159 |
|
|
2013
Q4 | $31K | Buy |
+1,200
| New | +$31K | 0.01% | 190 |
|