Carolina Wealth 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 | $218K | Hold |
2,229
| – | – | 0.11% | 58 |
|
|
2025
Q1 | $196K | Hold |
2,229
| – | – | 0.11% | 70 |
|
|
2024
Q4 | $201K | Sell |
2,229
-540
| -20% | -$48.8K | 0.11% | 65 |
|
|
2024
Q3 | $224K | Hold |
2,769
| – | – | 0.11% | 55 |
|
|
2024
Q2 | $187K | Hold |
2,769
| – | – | 0.09% | 57 |
|
|
2024
Q1 | $167K | Buy |
2,769
+570
| +26% | +$34.3K | 0.09% | 64 |
|
|
2023
Q4 | $116K | Buy |
2,199
+75
| +4% | +$3.94K | 0.06% | 78 |
|
|
2023
Q3 | $113K | Buy |
2,124
+93
| +5% | +$4.96K | 0.06% | 87 |
|
|
2023
Q2 | $106K | Sell |
2,031
-30
| -1% | -$1.57K | 0.06% | 73 |
|
|
2023
Q1 | $101K | Buy |
2,061
+72
| +4% | +$3.54K | 0.06% | 84 |
|
|
2022
Q4 | $94K | Buy |
1,989
+105
| +6% | +$4.96K | 0.06% | 82 |
|
|
2022
Q3 | $81K | Buy |
1,884
+78
| +4% | +$3.35K | 0.06% | 83 |
|
|
2022
Q2 | $73K | Buy |
1,806
+102
| +6% | +$4.12K | 0.05% | 98 |
|
|
2022
Q1 | $85K | Buy |
1,704
+90
| +6% | +$4.49K | 0.05% | 102 |
|
|
2021
Q4 | $78K | Sell |
1,614
-1,533
| -49% | -$74.1K | 0.04% | 118 |
|
|
2021
Q3 | $146K | Hold |
3,147
| – | – | 0.1% | 89 |
|
|
2021
Q2 | $148K | Hold |
3,147
| – | – | 0.1% | 73 |
|
|
2021
Q1 | $142K | Buy |
3,147
+267
| +9% | +$12K | 0.1% | 55 |
|
|
2020
Q4 | $138K | Buy |
2,880
+2,100
| +269% | +$101K | 0.11% | 50 |
|
|
2020
Q3 | $36K | Buy |
780
+285
| +58% | +$13.2K | 0.03% | 71 |
|
|
2020
Q2 | $20K | Sell |
495
-189
| -28% | -$7.64K | 0.02% | 90 |
|
|
2020
Q1 | $26K | Hold |
684
| – | – | 0.03% | 65 |
|
|
2019
Q4 | $27K | Buy |
+684
| New | +$27K | 0.03% | 85 |
|