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