BFA
Brendel Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
48,018
+14
| +0% | +$1.37K | 2.63% | 4 |
|
|
2025
Q1 | $4.21M | Sell |
48,004
-8,612
| -15% | -$756K | 2.56% | 7 |
|
|
2024
Q4 | $5.12M | Sell |
56,616
-2,438
| -4% | -$220K | 3.09% | 3 |
|
|
2024
Q3 | $4.77M | Buy |
59,054
+602
| +1% | +$48.6K | 2.7% | 4 |
|
|
2024
Q2 | $3.96M | Buy |
+58,452
| New | +$3.96M | 2.52% | 5 |
|
|
2024
Q1 | – | Sell |
-4,214
| Closed | -$664K | – | 96 |
|
|
2023
Q4 | $664K | Buy |
+4,214
| New | +$664K | 0.43% | 56 |
|
|
2023
Q2 | – | Sell |
-4,256
| Closed | -$628K | – | 91 |
|
|
2023
Q1 | $628K | Buy |
+4,256
| New | +$628K | 0.46% | 54 |
|
|
2022
Q3 | – | Sell |
-4,935
| Closed | -$600K | – | 95 |
|
|
2022
Q2 | $600K | Sell |
4,935
-731
| -13% | -$88.9K | 0.52% | 47 |
|
|
2022
Q1 | $844K | Sell |
5,666
-26,372
| -82% | -$3.93M | 0.46% | 59 |
|
|
2021
Q4 | $4.64M | Buy |
+32,038
| New | +$4.64M | 2.4% | 11 |
|
|
2021
Q3 | – | Sell |
-26,452
| Closed | -$3.73M | – | 276 |
|
|
2021
Q2 | $3.73M | Buy |
26,452
+817
| +3% | +$115K | 2.05% | 15 |
|
|
2021
Q1 | $3.48M | Buy |
25,635
+930
| +4% | +$126K | 2.33% | 13 |
|
|
2020
Q4 | $3.56M | Buy |
24,705
+346
| +1% | +$49.9K | 2.42% | 14 |
|
|
2020
Q3 | $3.41M | Buy |
24,359
+2,195
| +10% | +$307K | 2.73% | 8 |
|
|
2020
Q2 | $2.66M | Sell |
22,164
-689
| -3% | -$82.5K | 2.29% | 16 |
|
|
2020
Q1 | $2.6M | Buy |
22,853
+2,073
| +10% | +$236K | 3.06% | 7 |
|
|
2019
Q4 | $2.47M | Buy |
20,780
+396
| +2% | +$47.1K | 2.1% | 16 |
|
|
2019
Q3 | $2.42M | Buy |
+20,384
| New | +$2.42M | 2.17% | 12 |
|