Cladis Investment Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
12,030
-14
| -0.1% | -$1.37K | 0.74% | 43 |
|
|
2025
Q1 | $1.06M | Sell |
12,044
-75
| -0.6% | -$6.58K | 0.77% | 43 |
|
|
2024
Q4 | $1.09M | Sell |
12,119
-1,300
| -10% | -$117K | 0.78% | 43 |
|
|
2024
Q3 | $1.08M | Sell |
13,419
-224
| -2% | -$18.1K | 0.75% | 44 |
|
|
2024
Q2 | $924K | Buy |
13,643
+1
| +0% | +$68 | 0.67% | 47 |
|
|
2024
Q1 | $821K | Sell |
13,642
-875
| -6% | -$52.7K | 0.6% | 51 |
|
|
2023
Q4 | $763K | Buy |
14,517
+1,425
| +11% | +$74.9K | 0.6% | 51 |
|
|
2023
Q3 | $698K | Hold |
13,092
| – | – | 0.61% | 55 |
|
|
2023
Q2 | $686K | Sell |
13,092
-897
| -6% | -$47K | 0.6% | 56 |
|
|
2023
Q1 | $688K | Buy |
13,989
+5,970
| +74% | +$293K | 0.62% | 57 |
|
|
2022
Q4 | $379K | Buy |
8,019
+45
| +0.6% | +$2.13K | 0.38% | 76 |
|
|
2022
Q3 | $345K | Hold |
7,974
| – | – | 0.37% | 85 |
|
|
2022
Q2 | $323K | Buy |
7,974
+3
| +0% | +$122 | 0.32% | 94 |
|
|
2022
Q1 | $396K | Hold |
7,971
| – | – | 0.32% | 90 |
|
|
2021
Q4 | $384K | Buy |
+7,971
| New | +$384K | 0.31% | 100 |
|