BDO Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $807K | Sell |
15,411
-47,859
| -76% | -$2.51M | 0.09% | 146 |
|
2023
Q1 | $3.11M | Sell |
63,270
-1,053
| -2% | -$51.8K | 0.38% | 57 |
|
2022
Q4 | $3.04M | Buy |
64,323
+1,677
| +3% | +$79.3K | 0.38% | 54 |
|
2022
Q3 | $2.71M | Buy |
62,646
+897
| +1% | +$38.8K | 0.36% | 58 |
|
2022
Q2 | $2.5M | Sell |
61,749
-258
| -0.4% | -$10.5K | 0.31% | 64 |
|
2022
Q1 | $3.08M | Buy |
62,007
+636
| +1% | +$31.6K | 0.33% | 60 |
|
2021
Q4 | $2.96M | Buy |
61,371
+2,856
| +5% | +$138K | 0.31% | 60 |
|
2021
Q3 | $2.72M | Buy |
58,515
+1,995
| +4% | +$92.7K | 0.3% | 62 |
|
2021
Q2 | $2.66M | Buy |
56,520
+933
| +2% | +$43.9K | 0.29% | 65 |
|
2021
Q1 | $2.52M | Buy |
55,587
+513
| +0.9% | +$23.2K | 0.3% | 61 |
|
2020
Q4 | $2.65M | Buy |
55,074
+666
| +1% | +$32K | 0.37% | 48 |
|
2020
Q3 | $2.54M | Sell |
54,408
-693
| -1% | -$32.3K | 0.41% | 45 |
|
2020
Q2 | $2.2M | Sell |
55,101
-2,793
| -5% | -$112K | 0.39% | 49 |
|
2020
Q1 | $2.19M | Buy |
57,894
+2,937
| +5% | +$111K | 0.44% | 48 |
|
2019
Q4 | $2.18M | Sell |
54,957
-2,982
| -5% | -$118K | 0.56% | 37 |
|
2019
Q3 | $2.29M | Buy |
57,939
+234
| +0.4% | +$9.26K | 0.59% | 36 |
|
2019
Q2 | $2.13M | Buy |
57,705
+150
| +0.3% | +$5.52K | 0.58% | 37 |
|
2019
Q1 | $1.87M | Buy |
57,555
+4,500
| +8% | +$146K | 0.54% | 41 |
|
2018
Q4 | $1.65M | Sell |
53,055
-2,571
| -5% | -$79.8K | 0.57% | 40 |
|
2018
Q3 | $1.74M | Buy |
55,626
+51
| +0.1% | +$1.6K | 0.56% | 38 |
|
2018
Q2 | $1.59M | Buy |
55,575
+2,115
| +4% | +$60.4K | 0.54% | 35 |
|
2018
Q1 | $1.59M | Buy |
53,460
+1,515
| +3% | +$44.9K | 0.6% | 31 |
|
2017
Q4 | $1.71M | Buy |
51,945
+2,646
| +5% | +$87.1K | 0.77% | 19 |
|
2017
Q3 | $1.28M | Sell |
49,299
-4,035
| -8% | -$105K | 0.64% | 29 |
|
2017
Q2 | $1.35M | Buy |
+53,334
| New | +$1.35M | 0.59% | 29 |
|