Childress Capital 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 | $1.2M | Buy |
12,297
+2,146
| +21% | +$210K | 0.3% | 55 |
|
|
2025
Q1 | $891K | Buy |
10,151
+12
| +0.1% | +$1.05K | 0.26% | 60 |
|
|
2024
Q4 | $916K | Buy |
10,139
+586
| +6% | +$52.9K | 0.26% | 60 |
|
|
2024
Q3 | $771K | Buy |
9,553
+373
| +4% | +$30.1K | 0.21% | 74 |
|
|
2024
Q2 | $622K | Buy |
9,180
+425
| +5% | +$28.8K | 0.18% | 82 |
|
|
2024
Q1 | $527K | Sell |
8,755
-998
| -10% | -$60K | 0.15% | 91 |
|
|
2023
Q4 | $512K | Sell |
9,753
-402
| -4% | -$21.1K | 0.15% | 89 |
|
|
2023
Q3 | $541K | Buy |
+10,155
| New | +$541K | 0.18% | 79 |
|
|
2023
Q2 | – | Sell |
-4,962
| Closed | -$244K | – | 94 |
|
|
2023
Q1 | $244K | Sell |
4,962
-6,849
| -58% | -$337K | 0.11% | 75 |
|
|
2022
Q4 | $558K | Buy |
11,811
+2,415
| +26% | +$114K | 0.19% | 81 |
|
|
2022
Q3 | $413K | Sell |
9,396
-2,055
| -18% | -$90.3K | 0.16% | 95 |
|
|
2022
Q2 | $464K | Buy |
11,451
+318
| +3% | +$12.9K | 0.18% | 90 |
|
|
2022
Q1 | $553K | Buy |
11,133
+2,553
| +30% | +$127K | 0.19% | 91 |
|
|
2021
Q4 | $414K | Sell |
8,580
-453
| -5% | -$21.9K | 0.17% | 103 |
|
|
2021
Q3 | $415K | Buy |
9,033
+642
| +8% | +$29.5K | 0.17% | 112 |
|
|
2021
Q2 | $394K | Buy |
8,391
+162
| +2% | +$7.61K | 0.18% | 97 |
|
|
2021
Q1 | $372K | Buy |
8,229
+4,602
| +127% | +$208K | 0.17% | 113 |
|
|
2020
Q4 | $174K | Buy |
+3,627
| New | +$174K | 0.1% | 108 |
|