Certified Advisory Corp’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
23,993
+654
| +3% | +$63.9K | 0.24% | 102 |
|
|
2025
Q1 | $2.05M | Sell |
23,339
-745
| -3% | -$65.4K | 0.23% | 104 |
|
|
2024
Q4 | $2.18M | Buy |
24,084
+209
| +0.9% | +$18.9K | 0.24% | 102 |
|
|
2024
Q3 | $1.93M | Sell |
23,875
-68
| -0.3% | -$5.49K | 0.21% | 108 |
|
|
2024
Q2 | $1.62M | Sell |
23,943
-69
| -0.3% | -$4.67K | 0.2% | 111 |
|
|
2024
Q1 | $1.44M | Buy |
24,012
+1,665
| +7% | +$100K | 0.2% | 109 |
|
|
2023
Q4 | $1.17M | Buy |
22,347
+1,521
| +7% | +$79.9K | 0.18% | 119 |
|
|
2023
Q3 | $1.11M | Buy |
20,826
+771
| +4% | +$41.1K | 0.2% | 105 |
|
|
2023
Q2 | $1.05M | Sell |
20,055
-231
| -1% | -$12.1K | 0.19% | 105 |
|
|
2023
Q1 | $997K | Buy |
20,286
+1,122
| +6% | +$55.1K | 0.18% | 120 |
|
|
2022
Q4 | $906K | Buy |
19,164
+735
| +4% | +$34.7K | 0.18% | 125 |
|
|
2022
Q3 | $797K | Buy |
18,429
+498
| +3% | +$21.5K | 0.18% | 124 |
|
|
2022
Q2 | $726K | Sell |
17,931
-1,344
| -7% | -$54.4K | 0.16% | 128 |
|
|
2022
Q1 | $957K | Sell |
19,275
-126
| -0.6% | -$6.26K | 0.2% | 115 |
|
|
2021
Q4 | $936K | Sell |
19,401
-1,110
| -5% | -$53.6K | 0.21% | 115 |
|
|
2021
Q3 | $953K | Sell |
20,511
-1,848
| -8% | -$85.9K | 0.23% | 107 |
|
|
2021
Q2 | $1.05M | Buy |
22,359
+4,908
| +28% | +$231K | 0.26% | 96 |
|
|
2021
Q1 | $790K | Buy |
+17,451
| New | +$790K | 0.2% | 106 |
|
|
2020
Q2 | $583K | Buy |
14,610
+489
| +3% | +$19.5K | 0.19% | 114 |
|
|
2020
Q1 | $535K | Buy |
14,121
+2,268
| +19% | +$85.9K | 0.21% | 105 |
|
|
2019
Q4 | $470K | Sell |
11,853
-6
| -0.1% | -$238 | 0.15% | 123 |
|
|
2019
Q3 | $469K | Buy |
11,859
+33
| +0.3% | +$1.31K | 0.16% | 112 |
|
|
2019
Q2 | $436K | Buy |
11,826
+132
| +1% | +$4.87K | 0.16% | 114 |
|
|
2019
Q1 | $380K | Buy |
11,694
+3,414
| +41% | +$111K | 0.16% | 116 |
|
|
2018
Q4 | $257K | Hold |
8,280
| – | – | 0.13% | 124 |
|
|
2018
Q3 | $259K | Buy |
8,280
+27
| +0.3% | +$845 | 0.12% | 136 |
|
|
2018
Q2 | $236K | Sell |
8,253
-231
| -3% | -$6.61K | 0.13% | 129 |
|
|
2018
Q1 | $251K | Buy |
8,484
+75
| +0.9% | +$2.22K | 0.15% | 126 |
|
|
2017
Q4 | $276K | Buy |
+8,409
| New | +$276K | 0.2% | 96 |
|