Beam Wealth 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 | $2.54M | Buy |
26,008
+486
| +2% | +$47.5K | 0.76% | 34 |
|
|
2025
Q1 | $2.24M | Sell |
25,522
-820
| -3% | -$72K | 0.76% | 35 |
|
|
2024
Q4 | $2.38M | Sell |
26,342
-1,562
| -6% | -$141K | 0.75% | 35 |
|
|
2024
Q3 | $2.25M | Sell |
27,904
-830
| -3% | -$67K | 0.68% | 33 |
|
|
2024
Q2 | $1.95M | Buy |
28,734
+8,017
| +39% | +$543K | 0.65% | 34 |
|
|
2024
Q1 | $1.25M | Sell |
20,717
-388
| -2% | -$23.3K | 0.75% | 33 |
|
|
2023
Q4 | $1.11M | Sell |
21,105
-405
| -2% | -$21.3K | 0.7% | 36 |
|
|
2023
Q3 | $1.15M | Sell |
21,510
-123
| -0.6% | -$6.56K | 0.82% | 34 |
|
|
2023
Q2 | $1.13M | Sell |
21,633
-75
| -0.3% | -$3.93K | 0.79% | 31 |
|
|
2023
Q1 | $1.07M | Sell |
21,708
-21
| -0.1% | -$1.03K | 1.07% | 32 |
|
|
2022
Q4 | $1.03M | Sell |
21,729
-78
| -0.4% | -$3.69K | 1.07% | 32 |
|
|
2022
Q3 | $943K | Sell |
21,807
-6
| -0% | -$259 | 1.05% | 34 |
|
|
2022
Q2 | $884K | Buy |
21,813
+48
| +0.2% | +$1.95K | 0.98% | 35 |
|
|
2022
Q1 | $1.08M | Buy |
21,765
+4,206
| +24% | +$209K | 1.24% | 25 |
|
|
2021
Q4 | $847K | Sell |
17,559
-1,467
| -8% | -$70.8K | 0.97% | 35 |
|
|
2021
Q3 | $884K | Buy |
19,026
+10,281
| +118% | +$478K | 0.76% | 40 |
|
|
2021
Q2 | $411K | Buy |
8,745
+438
| +5% | +$20.6K | 0.35% | 85 |
|
|
2021
Q1 | $376K | Sell |
8,307
-69
| -0.8% | -$3.12K | 0.34% | 88 |
|
|
2020
Q4 | $403K | Sell |
8,376
-3,363
| -29% | -$162K | 0.38% | 80 |
|
|
2020
Q3 | $548K | Buy |
11,739
+381
| +3% | +$17.8K | 0.51% | 59 |
|
|
2020
Q2 | $450K | Sell |
11,358
-93
| -0.8% | -$3.69K | 0.45% | 67 |
|
|
2020
Q1 | $434K | Buy |
11,451
+315
| +3% | +$11.9K | 0.43% | 76 |
|
|
2019
Q4 | $441K | Buy |
+11,136
| New | +$441K | 0.41% | 79 |
|