Baron Silver Stevens 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 | $826K | Buy |
8,445
+646
| +8% | +$63.2K | 0.13% | 63 |
|
|
2025
Q1 | $685K | Buy |
7,799
+106
| +1% | +$9.31K | 0.12% | 63 |
|
|
2024
Q4 | $695K | Buy |
7,693
+200
| +3% | +$18.1K | 0.12% | 63 |
|
|
2024
Q3 | $605K | Buy |
7,493
+284
| +4% | +$22.9K | 0.11% | 64 |
|
|
2024
Q2 | $488K | Buy |
7,209
+846
| +13% | +$57.3K | 0.09% | 70 |
|
|
2024
Q1 | $383K | Sell |
6,363
-1,236
| -16% | -$74.4K | 0.07% | 81 |
|
|
2023
Q4 | $399K | Buy |
7,599
+891
| +13% | +$46.8K | 0.08% | 70 |
|
|
2023
Q3 | $358K | Buy |
6,708
+633
| +10% | +$33.7K | 0.08% | 71 |
|
|
2023
Q2 | $318K | Sell |
6,075
-615
| -9% | -$32.2K | 0.07% | 78 |
|
|
2023
Q1 | $329K | Hold |
6,690
| – | – | 0.09% | 70 |
|
|
2022
Q4 | $316K | Hold |
6,690
| – | – | 0.08% | 69 |
|
|
2022
Q3 | $548 | Sell |
6,690
-219
| -3% | -$18 | 0.15% | 50 |
|
|
2022
Q2 | $279K | Buy |
6,909
+1,140
| +20% | +$46K | 0.07% | 81 |
|
|
2022
Q1 | $286K | Buy |
+5,769
| New | +$286K | 0.07% | 73 |
|
|
2021
Q1 | – | Sell |
-3,228
| Closed | -$155K | – | 486 |
|
|
2020
Q4 | $155K | Buy |
+3,228
| New | +$155K | 0.05% | 74 |
|