Cedar Mountain 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 | $159K | Hold |
1,625
| – | – | 0.03% | 62 |
|
|
2025
Q1 | $143K | Sell |
1,625
-16
| -1% | -$1.41K | 0.03% | 61 |
|
|
2024
Q4 | $148K | Sell |
1,641
-43
| -3% | -$3.89K | 0.03% | 61 |
|
|
2024
Q3 | $136K | Sell |
1,684
-107
| -6% | -$8.64K | 0.03% | 62 |
|
|
2024
Q2 | $121K | Hold |
1,791
| – | – | 0.03% | 55 |
|
|
2024
Q1 | $108K | Buy |
1,791
+99
| +6% | +$5.96K | 0.03% | 55 |
|
|
2023
Q4 | $88.9K | Hold |
1,692
| – | – | 0.02% | 56 |
|
|
2023
Q3 | $90.2K | Hold |
1,692
| – | – | 0.03% | 56 |
|
|
2023
Q2 | $88.7K | Buy |
1,692
+30
| +2% | +$1.57K | 0.03% | 59 |
|
|
2023
Q1 | $81.7K | Hold |
1,662
| – | – | 0.02% | 61 |
|
|
2022
Q4 | $78.6K | Hold |
1,662
| – | – | 0.02% | 57 |
|
|
2022
Q3 | $72K | Hold |
1,662
| – | – | 0.02% | 61 |
|
|
2022
Q2 | $67K | Hold |
1,662
| – | – | 0.02% | 60 |
|
|
2022
Q1 | $83K | Hold |
1,662
| – | – | 0.02% | 63 |
|
|
2021
Q4 | $80K | Hold |
1,662
| – | – | 0.02% | 64 |
|
|
2021
Q3 | $77K | Hold |
1,662
| – | – | 0.03% | 61 |
|
|
2021
Q2 | $78K | Sell |
1,662
-3
| -0.2% | -$141 | 0.03% | 60 |
|
|
2021
Q1 | $75K | Hold |
1,665
| – | – | 0.03% | 58 |
|
|
2020
Q4 | $80K | Hold |
1,665
| – | – | 0.03% | 56 |
|
|
2020
Q3 | $78K | Hold |
1,665
| – | – | 0.03% | 52 |
|
|
2020
Q2 | $66K | Buy |
1,665
+144
| +9% | +$5.71K | 0.03% | 55 |
|
|
2020
Q1 | $58K | Sell |
1,521
-1,371
| -47% | -$52.3K | 0.03% | 51 |
|
|
2019
Q4 | $115K | Buy |
+2,892
| New | +$115K | 0.05% | 42 |
|