BA
Bellwether Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
3,556
+14
| +0.4% | +$1.37K | 0.06% | 97 |
|
|
2025
Q1 | $311K | Sell |
3,542
-10,169
| -74% | -$893K | 0.07% | 102 |
|
|
2024
Q4 | $1.24M | Sell |
13,711
-2,196
| -14% | -$198K | 0.22% | 63 |
|
|
2024
Q3 | $1.28M | Buy |
15,907
+4,344
| +38% | +$351K | 0.25% | 62 |
|
|
2024
Q2 | $783K | Buy |
+11,563
| New | +$783K | 0.16% | 76 |
|
|
2023
Q2 | – | Sell |
-47
| Closed | -$6.93K | – | 475 |
|
|
2023
Q1 | $6.93K | Hold |
47
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $6.77K | Sell |
47
-165
| -78% | -$23.8K | ﹤0.01% | 295 |
|
|
2022
Q3 | $27K | Buy |
212
+112
| +112% | +$14.3K | 0.01% | 201 |
|
|
2022
Q2 | $12K | Buy |
100
+19
| +23% | +$2.28K | ﹤0.01% | 241 |
|
|
2022
Q1 | $12K | Hold |
81
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $11K | Hold |
81
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $11K | Buy |
81
+35
| +76% | +$4.75K | ﹤0.01% | 299 |
|
|
2021
Q2 | $6K | Hold |
46
| – | – | ﹤0.01% | 307 |
|
|
2021
Q1 | $6K | Hold |
46
| – | – | ﹤0.01% | 294 |
|
|
2020
Q4 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 263 |
|