BPFA
Barnes Pettey Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Sell |
45,300
-373
| -0.8% | -$36.5K | 2.96% | 6 |
|
|
2025
Q1 | $4.01M | Buy |
45,673
+606
| +1% | +$53.2K | 3.12% | 5 |
|
|
2024
Q4 | $4.07M | Sell |
45,067
-433
| -1% | -$39.1K | 3.11% | 6 |
|
|
2024
Q3 | $3.67M | Buy |
45,500
+7,949
| +21% | +$642K | 2.93% | 7 |
|
|
2024
Q2 | $2.54M | Hold |
37,551
| – | – | 2.19% | 13 |
|
|
2024
Q1 | $2.26M | Buy |
37,551
+24,994
| +199% | +$1.5M | 1.95% | 14 |
|
|
2023
Q4 | $1.98M | Hold |
12,557
| – | – | 1.61% | 18 |
|
|
2023
Q3 | $2.01M | Hold |
12,557
| – | – | 1.84% | 18 |
|
|
2023
Q2 | $1.97M | Sell |
12,557
-292
| -2% | -$45.9K | 1.71% | 18 |
|
|
2023
Q1 | $1.89M | Buy |
12,849
+565
| +5% | +$83.3K | 1.81% | 18 |
|
|
2022
Q4 | $1.74M | Sell |
12,284
-376
| -3% | -$53.3K | 1.8% | 15 |
|
|
2022
Q3 | $1.64M | Sell |
12,660
-2,000
| -14% | -$259K | 2.24% | 11 |
|
|
2022
Q2 | $1.78M | Buy |
14,660
+688
| +5% | +$83.6K | 2.3% | 9 |
|
|
2022
Q1 | $2.08M | Hold |
13,972
| – | – | 2.52% | 9 |
|
|
2021
Q4 | $2.02M | Buy |
+13,972
| New | +$2.02M | 2.32% | 9 |
|