BFA
Benedict Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Sell |
48,796
-1,326
| -3% | -$130K | 1.08% | 32 |
|
|
2025
Q1 | $4.4M | Sell |
50,122
-3,885
| -7% | -$341K | 1.02% | 32 |
|
|
2024
Q4 | $4.88M | Sell |
54,007
-2,134
| -4% | -$193K | 1.18% | 28 |
|
|
2024
Q3 | $4.53M | Sell |
56,141
-1,330
| -2% | -$107K | 1.07% | 30 |
|
|
2024
Q2 | $3.89M | Sell |
57,471
-1,213
| -2% | -$82.1K | 0.99% | 36 |
|
|
2024
Q1 | $3.53M | Buy |
58,684
+38,983
| +198% | +$2.35M | 0.9% | 42 |
|
|
2023
Q4 | $3.11M | Sell |
19,701
-125
| -0.6% | -$19.7K | 0.85% | 44 |
|
|
2023
Q3 | $3.17M | Sell |
19,826
-214
| -1% | -$34.2K | 0.92% | 40 |
|
|
2023
Q2 | $3.15M | Sell |
20,040
-171
| -0.8% | -$26.9K | 0.87% | 44 |
|
|
2023
Q1 | $2.98M | Sell |
20,211
-362
| -2% | -$53.4K | 0.84% | 48 |
|
|
2022
Q4 | $2.92M | Sell |
20,573
-139
| -0.7% | -$19.7K | 0.87% | 48 |
|
|
2022
Q3 | $2.69M | Sell |
20,712
-212
| -1% | -$27.5K | 0.86% | 45 |
|
|
2022
Q2 | $2.54M | Sell |
20,924
-98
| -0.5% | -$11.9K | 0.75% | 50 |
|
|
2022
Q1 | $3.13M | Sell |
21,022
-17
| -0.1% | -$2.53K | 0.84% | 48 |
|
|
2021
Q4 | $3.04M | Sell |
21,039
-364
| -2% | -$52.7K | 0.79% | 50 |
|
|
2021
Q3 | $2.98M | Buy |
21,403
+39
| +0.2% | +$5.44K | 0.83% | 47 |
|
|
2021
Q2 | $3.01M | Sell |
21,364
-24
| -0.1% | -$3.39K | 0.84% | 45 |
|
|
2021
Q1 | $2.91M | Sell |
21,388
-259
| -1% | -$35.2K | 0.84% | 47 |
|
|
2020
Q4 | $3.12M | Sell |
21,647
-153
| -0.7% | -$22.1K | 1.12% | 32 |
|
|
2020
Q3 | $3.05M | Buy |
21,800
+114
| +0.5% | +$16K | 1.17% | 31 |
|
|
2020
Q2 | $2.6M | Sell |
21,686
-204
| -0.9% | -$24.4K | 1.07% | 34 |
|
|
2020
Q1 | $2.49M | Sell |
21,890
-245
| -1% | -$27.8K | 1.17% | 31 |
|
|
2019
Q4 | $2.63M | Sell |
22,135
-528
| -2% | -$62.8K | 1.03% | 42 |
|
|
2019
Q3 | $2.69M | Sell |
22,663
-1,067
| -4% | -$127K | 1.1% | 36 |
|
|
2019
Q2 | $2.62M | Sell |
23,730
-267
| -1% | -$29.5K | 1.09% | 37 |
|
|
2019
Q1 | $2.34M | Buy |
23,997
+194
| +0.8% | +$18.9K | 1.01% | 39 |
|
|
2018
Q4 | $2.22M | Sell |
23,803
-207
| -0.9% | -$19.3K | 1.09% | 37 |
|
|
2018
Q3 | $2.26M | Sell |
24,010
-87
| -0.4% | -$8.17K | 1.01% | 41 |
|
|
2018
Q2 | $2.06M | Buy |
24,097
+102
| +0.4% | +$8.74K | 1.02% | 39 |
|
|
2018
Q1 | $2.14M | Sell |
23,995
-76
| -0.3% | -$6.76K | 1.07% | 38 |
|
|
2017
Q4 | $2.38M | Sell |
24,071
-500
| -2% | -$49.4K | 1.14% | 37 |
|
|
2017
Q3 | $1.92M | Sell |
24,571
-2,036
| -8% | -$159K | 0.99% | 40 |
|
|
2017
Q2 | $2.03M | Sell |
26,607
-14,898
| -36% | -$1.13M | 1.05% | 37 |
|
|
2017
Q1 | $2.99M | Sell |
41,505
-6,099
| -13% | -$440K | 1.63% | 21 |
|
|
2016
Q4 | $3.29M | Sell |
47,604
-2,311
| -5% | -$160K | 1.9% | 17 |
|
|
2016
Q3 | $3.59M | Sell |
49,915
-2,137
| -4% | -$154K | 2.1% | 15 |
|
|
2016
Q2 | $3.79M | Sell |
52,052
-1,051
| -2% | -$76.5K | 2.22% | 13 |
|
|
2016
Q1 | $3.64M | Sell |
53,103
-1,007
| -2% | -$69K | 2.21% | 14 |
|
|
2015
Q4 | $3.32M | Sell |
54,110
-319
| -0.6% | -$19.6K | 2.1% | 14 |
|
|
2015
Q3 | $3.53M | Buy |
54,429
+179
| +0.3% | +$11.6K | 2.45% | 11 |
|
|
2015
Q2 | $3.93M | Sell |
54,250
-817
| -1% | -$59.2K | 2.56% | 9 |
|
|
2015
Q1 | $4.42M | Buy |
55,067
+519
| +1% | +$41.7K | 2.84% | 6 |
|
|
2014
Q4 | $4.76M | Buy |
+54,548
| New | +$4.76M | 3.12% | 4 |
|