Camarda Financial Advisors’s Walmart Inc WMT Stock Holding History

Camarda Financial Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,248	Closed	-$223K	–	81
2023 Q2	$223K	Sell	4,248 -2,163	-34%	-$109K	0.11%	68
2023 Q1	$315K	Hold	6,411	–	–	0.24%	53
2022 Q4	$303K	Sell	6,411 -489	-7%	-$23.2K	0.31%	69
2022 Q3	$298K	Sell	6,900 -4,668	-40%	-$204K	0.35%	53
2022 Q2	$469K	Buy	11,568 +6,588	+132%	+$304K	0.46%	54
2022 Q1	$247K	Sell	4,980 -150	-3%	-$7.04K	0.12%	84
2021 Q4	$247K	Buy	5,130 +573	+13%	+$27.4K	0.14%	77
2021 Q3	$212K	Buy	+4,557	New	+$220K	0.14%	76
2021 Q1	–	Sell	-13,476	Closed	-$648K	–	100
2020 Q4	$648K	Sell	13,476 -222	-2%	-$10.8K	0.55%	54
2020 Q3	$639K	Sell	13,698 -114	-0.8%	-$5.07K	0.78%	34
2020 Q2	$551K	Buy	+13,812	New	+$568K	0.77%	33
2019 Q3	–	Sell	-1,017	Closed	-$37K	–	464
2019 Q2	$37K	Sell	1,017 -588	-37%	-$20.3K	0.07%	91
2019 Q1	$52K	Buy	+1,605	New	+$52K	0.1%	78
2018 Q4	–	Sell	-2,979	Closed	-$93K	–	244
2018 Q3	$93K	Buy	2,979 +2,355	+377%	+$72K	0.11%	88
2018 Q2	$18K	Hold	624	–	–	0.02%	156
2018 Q1	$18K	Hold	624	–	–	0.02%	140
2017 Q4	$20K	Buy	624 +432	+225%	+$13.2K	0.02%	141
2017 Q3	$5K	Hold	192	–	–	0.01%	193
2017 Q2	$5K	Hold	192	–	–	0.01%	205
2017 Q1	$5K	Hold	192	–	–	﹤0.01%	156
2016 Q4	$4K	Hold	192	–	–	﹤0.01%	201
2016 Q3	$5K	Hold	192	–	–	﹤0.01%	190
2016 Q2	$5K	Hold	192	–	–	﹤0.01%	230
2016 Q1	$4K	Buy	+192	New	+$4.21K	﹤0.01%	222

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camarda Financial Advisors's WMT Position: Q3 2023 in Review

Camarda Financial Advisors sold out of Walmart Inc (WMT) in Q3 2023, closing a stake of 4,248 shares — an estimated $223K sold.

Camarda Financial Advisors first reported a position in WMT in Q1 2016 and held it in 24 quarters. The position peaked at $648K in Q4 2020. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

Camarda Financial Advisors reported no remaining Walmart Inc position as of Q3 2023 after selling out during the quarter.
Camarda Financial Advisors sold 4,248 Walmart Inc shares in Q3 2023, an estimated $223K.
Camarda Financial Advisors first reported a position in Walmart Inc in Q1 2016 and held it in 24 quarters.
Camarda Financial Advisors's Walmart Inc position peaked at $648K in Q4 2020.
2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Camarda Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.