Capital Advisors Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
8,100
+306
| +4% | +$29.9K | 0.12% | 85 |
|
|
2025
Q1 | $684K | Buy |
7,794
+105
| +1% | +$9.22K | 0.12% | 83 |
|
|
2024
Q4 | $695K | Buy |
7,689
+1,647
| +27% | +$149K | 0.12% | 80 |
|
|
2024
Q3 | $488K | Buy |
6,042
+298
| +5% | +$24.1K | 0.09% | 93 |
|
|
2024
Q2 | $389K | Buy |
5,744
+96
| +2% | +$6.5K | 0.08% | 99 |
|
|
2024
Q1 | $340K | Buy |
5,648
+482
| +9% | +$29K | 0.07% | 108 |
|
|
2023
Q4 | $271K | Buy |
+5,166
| New | +$271K | 0.06% | 117 |
|
|
2022
Q1 | – | Sell |
-9,381
| Closed | -$452K | – | 139 |
|
|
2021
Q4 | $452K | Buy |
9,381
+687
| +8% | +$33.1K | 0.14% | 74 |
|
|
2021
Q3 | $404K | Buy |
8,694
+900
| +12% | +$41.8K | 0.14% | 75 |
|
|
2021
Q2 | $366K | Buy |
7,794
+1,353
| +21% | +$63.5K | 0.14% | 70 |
|
|
2021
Q1 | $292K | Buy |
+6,441
| New | +$292K | 0.13% | 71 |
|