Buttonwood Financial 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 | $333K | Sell |
3,403
-23
| -0.7% | -$2.25K | 0.13% | 86 |
|
|
2025
Q1 | $301K | Sell |
3,426
-759
| -18% | -$66.6K | 0.13% | 82 |
|
|
2024
Q4 | $378K | Sell |
4,185
-920
| -18% | -$83.1K | 0.17% | 79 |
|
|
2024
Q3 | $412K | Sell |
5,105
-34
| -0.7% | -$2.75K | 0.18% | 77 |
|
|
2024
Q2 | $348K | Sell |
5,139
-3,657
| -42% | -$248K | 0.16% | 81 |
|
|
2024
Q1 | $529K | Sell |
8,796
-276
| -3% | -$16.6K | 0.25% | 72 |
|
|
2023
Q4 | $477K | Sell |
9,072
-1,026
| -10% | -$53.9K | 0.26% | 72 |
|
|
2023
Q3 | $538K | Sell |
10,098
-288
| -3% | -$15.4K | 0.34% | 62 |
|
|
2023
Q2 | $544K | Buy |
10,386
+6
| +0.1% | +$314 | 0.34% | 59 |
|
|
2023
Q1 | $510K | Buy |
10,380
+6
| +0.1% | +$295 | 0.4% | 52 |
|
|
2022
Q4 | $490K | Sell |
10,374
-90
| -0.9% | -$4.25K | 0.41% | 53 |
|
|
2022
Q3 | $461K | Buy |
10,464
+3
| +0% | +$132 | 0.42% | 51 |
|
|
2022
Q2 | $424K | Buy |
10,461
+4,206
| +67% | +$170K | 0.38% | 55 |
|
|
2022
Q1 | $311K | Buy |
+6,255
| New | +$311K | 0.28% | 55 |
|