Beacon Investment 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 | $3.58M | Buy |
36,847
+157
| +0.4% | +$15.3K | 1.55% | 17 |
|
|
2025
Q1 | $3.22M | Buy |
36,690
+99
| +0.3% | +$8.69K | 1.52% | 14 |
|
|
2024
Q4 | $3.31M | Buy |
36,591
+570
| +2% | +$51.5K | 1.55% | 14 |
|
|
2024
Q3 | $2.91M | Buy |
36,021
+68
| +0.2% | +$5.49K | 1.38% | 17 |
|
|
2024
Q2 | $2.43M | Buy |
35,953
+180
| +0.5% | +$12.2K | 1.25% | 21 |
|
|
2024
Q1 | $2.15M | Buy |
35,773
+934
| +3% | +$56.2K | 1.23% | 22 |
|
|
2023
Q4 | $1.83M | Sell |
34,839
-855
| -2% | -$44.9K | 1.17% | 24 |
|
|
2023
Q3 | $1.9M | Buy |
35,694
+255
| +0.7% | +$13.6K | 1.35% | 20 |
|
|
2023
Q2 | $1.86M | Sell |
35,439
-441
| -1% | -$23.1K | 1.27% | 19 |
|
|
2023
Q1 | $1.76M | Buy |
35,880
+105
| +0.3% | +$5.16K | 1.29% | 22 |
|
|
2022
Q4 | $1.69M | Buy |
+35,775
| New | +$1.69M | 1.41% | 18 |
|