Beaumont 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 | $1.62M | Buy |
16,575
+565
| +4% | +$55.2K | 0.12% | 108 |
|
|
2025
Q1 | $1.41M | Sell |
16,010
-822
| -5% | -$72.2K | 0.11% | 121 |
|
|
2024
Q4 | $1.52M | Buy |
16,832
+4,178
| +33% | +$377K | 0.11% | 116 |
|
|
2024
Q3 | $1.02M | Sell |
12,654
-344
| -3% | -$27.8K | 0.08% | 143 |
|
|
2024
Q2 | $880K | Buy |
12,998
+415
| +3% | +$28.1K | 0.07% | 156 |
|
|
2024
Q1 | $757K | Buy |
12,583
+4,564
| +57% | +$275K | 0.06% | 166 |
|
|
2023
Q4 | $421K | Buy |
8,019
+333
| +4% | +$17.5K | 0.04% | 216 |
|
|
2023
Q3 | $410K | Buy |
7,686
+1,020
| +15% | +$54.4K | 0.04% | 200 |
|
|
2023
Q2 | $349K | Buy |
6,666
+138
| +2% | +$7.23K | 0.03% | 245 |
|
|
2023
Q1 | $321K | Buy |
6,528
+45
| +0.7% | +$2.21K | 0.03% | 236 |
|
|
2022
Q4 | $306K | Sell |
6,483
-723
| -10% | -$34.2K | 0.03% | 252 |
|
|
2022
Q3 | $311K | Buy |
7,206
+543
| +8% | +$23.4K | 0.03% | 231 |
|
|
2022
Q2 | $270K | Sell |
6,663
-201
| -3% | -$8.15K | 0.02% | 261 |
|
|
2022
Q1 | $341K | Sell |
6,864
-4,665
| -40% | -$232K | 0.03% | 264 |
|
|
2021
Q4 | $556K | Sell |
11,529
-4,500
| -28% | -$217K | 0.04% | 196 |
|
|
2021
Q3 | $745K | Sell |
16,029
-405
| -2% | -$18.8K | 0.06% | 165 |
|
|
2021
Q2 | $773K | Buy |
16,434
+609
| +4% | +$28.6K | 0.06% | 166 |
|
|
2021
Q1 | $717K | Sell |
15,825
-768
| -5% | -$34.8K | 0.06% | 167 |
|
|
2020
Q4 | $797K | Buy |
16,593
+2,937
| +22% | +$141K | 0.07% | 156 |
|
|
2020
Q3 | $637K | Sell |
13,656
-1,173
| -8% | -$54.7K | 0.06% | 177 |
|
|
2020
Q2 | $592K | Buy |
14,829
+483
| +3% | +$19.3K | 0.06% | 168 |
|
|
2020
Q1 | $543K | Buy |
14,346
+3,975
| +38% | +$150K | 0.07% | 133 |
|
|
2019
Q4 | $411K | Buy |
10,371
+2,553
| +33% | +$101K | 0.04% | 199 |
|
|
2019
Q3 | $309K | Buy |
7,818
+1,458
| +23% | +$57.6K | 0.03% | 213 |
|
|
2019
Q2 | $234K | Buy |
+6,360
| New | +$234K | 0.02% | 223 |
|
|
2016
Q2 | – | Sell |
-10,281
| Closed | -$282K | – | 159 |
|
|
2016
Q1 | $282K | Buy |
+10,281
| New | +$282K | 0.05% | 114 |
|
|
2015
Q4 | – | Sell |
-13,983
| Closed | -$331K | – | 150 |
|
|
2015
Q3 | $331K | Hold |
13,983
| – | – | 0.05% | 106 |
|
|
2015
Q2 | $331K | Buy |
13,983
+3,252
| +30% | +$77K | 0.05% | 106 |
|
|
2015
Q1 | $294K | Sell |
10,731
-207
| -2% | -$5.67K | 0.01% | 130 |
|
|
2014
Q4 | $313K | Sell |
10,938
-1,815
| -14% | -$51.9K | 0.02% | 134 |
|
|
2014
Q3 | $325K | Sell |
12,753
-945
| -7% | -$24.1K | 0.02% | 137 |
|
|
2014
Q2 | $343K | Sell |
13,698
-168,555
| -92% | -$4.22M | 0.02% | 140 |
|
|
2014
Q1 | $4.64M | Buy |
182,253
+172,932
| +1,855% | +$4.41M | 0.38% | 59 |
|
|
2013
Q4 | $244K | Buy |
9,321
+279
| +3% | +$7.3K | 0.02% | 131 |
|
|
2013
Q3 | $223K | Buy |
9,042
+57
| +0.6% | +$1.41K | 0.02% | 133 |
|
|
2013
Q2 | $223K | Buy |
+8,985
| New | +$223K | 0.02% | 140 |
|