Bell 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 | $154K | Buy |
1,579
+158
| +11% | +$15.4K | 0.03% | 130 |
|
|
2025
Q1 | $125K | Buy |
1,421
+81
| +6% | +$7.11K | 0.02% | 130 |
|
|
2024
Q4 | $121K | Sell |
1,340
-41
| -3% | -$3.7K | 0.02% | 130 |
|
|
2024
Q3 | $112K | Hold |
1,381
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $93.5K | Buy |
1,381
+55
| +4% | +$3.72K | 0.02% | 143 |
|
|
2024
Q1 | $79.8K | Buy |
1,326
+75
| +6% | +$4.51K | 0.02% | 160 |
|
|
2023
Q4 | $65.7K | Sell |
1,251
-468
| -27% | -$24.6K | 0.01% | 171 |
|
|
2023
Q3 | $91.7K | Buy |
1,719
+69
| +4% | +$3.68K | 0.02% | 128 |
|
|
2023
Q2 | $86.5K | Buy |
1,650
+459
| +39% | +$24.1K | 0.02% | 125 |
|
|
2023
Q1 | $58.5K | Buy |
1,191
+60
| +5% | +$2.95K | 0.01% | 149 |
|
|
2022
Q4 | $53.5K | Buy |
1,131
+285
| +34% | +$13.5K | 0.01% | 158 |
|
|
2022
Q3 | $37K | Buy |
846
+705
| +500% | +$30.8K | 0.01% | 174 |
|
|
2022
Q2 | $6K | Buy |
+141
| New | +$6K | ﹤0.01% | 659 |
|
|
2021
Q4 | $19K | Buy |
399
+54
| +16% | +$2.57K | 0.01% | 325 |
|
|
2021
Q3 | $16K | Buy |
+345
| New | +$16K | ﹤0.01% | 339 |
|