Bell & Brown 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 | $5.64M | Buy |
57,686
+340
| +0.6% | +$33.2K | 2.02% | 19 |
|
|
2025
Q1 | $5.03M | Buy |
57,346
+2,066
| +4% | +$181K | 1.96% | 19 |
|
|
2024
Q4 | $4.99M | Buy |
55,280
+151
| +0.3% | +$13.6K | 1.86% | 22 |
|
|
2024
Q3 | $4.45M | Sell |
55,129
-25
| -0% | -$2.02K | 1.74% | 24 |
|
|
2024
Q2 | $3.73M | Sell |
55,154
-277
| -0.5% | -$18.8K | 1.43% | 23 |
|
|
2024
Q1 | $3.34M | Sell |
55,431
-1,284
| -2% | -$77.3K | 1.43% | 26 |
|
|
2023
Q4 | $2.98M | Buy |
+56,715
| New | +$2.98M | 1.38% | 27 |
|
|
2023
Q2 | $3.02M | Buy |
57,639
+855
| +2% | +$44.8K | 1.51% | 26 |
|
|
2023
Q1 | $2.79M | Buy |
56,784
+24
| +0% | +$1.18K | 1.49% | 28 |
|
|
2022
Q4 | $2.68M | Buy |
56,760
+471
| +0.8% | +$22.3K | 1.48% | 29 |
|
|
2022
Q3 | $2.43M | Buy |
56,289
+678
| +1% | +$29.3K | 1.5% | 29 |
|
|
2022
Q2 | $2.25M | Buy |
55,611
+1,185
| +2% | +$48K | 1.21% | 34 |
|
|
2022
Q1 | $2.7M | Buy |
54,426
+2,058
| +4% | +$102K | 1.22% | 30 |
|
|
2021
Q4 | $2.41M | Buy |
52,368
+6,828
| +15% | +$314K | 1.16% | 39 |
|
|
2021
Q3 | $2.12M | Buy |
+45,540
| New | +$2.12M | 1.14% | 35 |
|
|
2020
Q3 | $1.83M | Sell |
38,127
-792
| -2% | -$38.1K | 1.33% | 29 |
|
|
2020
Q2 | $1.68M | Sell |
38,919
-165
| -0.4% | -$7.11K | 1.31% | 28 |
|
|
2020
Q1 | $1.61M | Buy |
39,084
+1,233
| +3% | +$50.8K | 1.49% | 26 |
|
|
2019
Q4 | $1.45M | Sell |
37,851
-798
| -2% | -$30.6K | 1.08% | 37 |
|
|
2019
Q3 | $1.52M | Buy |
38,649
+708
| +2% | +$27.8K | 1.25% | 36 |
|
|
2019
Q2 | $1.4M | Buy |
37,941
+120
| +0.3% | +$4.42K | 1.23% | 35 |
|
|
2019
Q1 | $1.23M | Buy |
37,821
+333
| +0.9% | +$10.8K | 1.12% | 39 |
|
|
2018
Q4 | $1.16M | Buy |
37,488
+342
| +0.9% | +$10.6K | 1.25% | 34 |
|
|
2018
Q3 | $1.24M | Buy |
37,146
+2,238
| +6% | +$74.8K | 1.15% | 37 |
|
|
2018
Q2 | $997K | Buy |
34,908
+2,694
| +8% | +$76.9K | 0.98% | 42 |
|
|
2018
Q1 | $933K | Buy |
32,214
+1,224
| +4% | +$35.5K | 0.98% | 45 |
|
|
2017
Q4 | $1.02M | Buy |
+30,990
| New | +$1.02M | 1.06% | 43 |
|