Compton Wealth Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.15M | Buy |
32,199
+982
| +3% | +$96K | 0.8% | 28 |
|
2025
Q1 | $2.74M | Sell |
31,217
-1,532
| -5% | -$134K | 0.76% | 28 |
|
2024
Q4 | $2.96M | Buy |
32,749
+970
| +3% | +$87.6K | 0.76% | 30 |
|
2024
Q3 | $2.57M | Buy |
31,779
+1,081
| +4% | +$87.3K | 0.65% | 33 |
|
2024
Q2 | $2.08M | Buy |
30,698
+284
| +0.9% | +$19.2K | 0.55% | 38 |
|
2024
Q1 | $1.83M | Buy |
30,414
+1,098
| +4% | +$66.1K | 0.5% | 43 |
|
2023
Q4 | $1.54M | Buy |
29,316
+5,271
| +22% | +$277K | 0.48% | 41 |
|
2023
Q3 | $1.28M | Buy |
24,045
+1,410
| +6% | +$75.2K | 0.44% | 43 |
|
2023
Q2 | $1.19M | Sell |
22,635
-606
| -3% | -$31.7K | 0.4% | 49 |
|
2023
Q1 | $1.14M | Buy |
23,241
+5,019
| +28% | +$247K | 0.39% | 50 |
|
2022
Q4 | $861K | Sell |
18,222
-423
| -2% | -$20K | 0.34% | 58 |
|
2022
Q3 | $806K | Buy |
18,645
+3,624
| +24% | +$157K | 0.34% | 59 |
|
2022
Q2 | $609K | Buy |
15,021
+1,524
| +11% | +$61.8K | 0.26% | 67 |
|
2022
Q1 | $670K | Buy |
13,497
+618
| +5% | +$30.7K | 0.26% | 67 |
|
2021
Q4 | $621K | Buy |
12,879
+231
| +2% | +$11.1K | 0.27% | 59 |
|
2021
Q3 | $588K | Sell |
12,648
-624
| -5% | -$29K | 0.28% | 59 |
|
2021
Q2 | $624K | Buy |
13,272
+96
| +0.7% | +$4.51K | 0.29% | 57 |
|
2021
Q1 | $597K | Buy |
13,176
+315
| +2% | +$14.3K | 0.34% | 54 |
|
2020
Q4 | $618K | Sell |
12,861
-4,887
| -28% | -$235K | 0.39% | 44 |
|
2020
Q3 | $828K | Buy |
17,748
+3
| +0% | +$140 | 0.62% | 42 |
|
2020
Q2 | $708K | Sell |
17,745
-3,690
| -17% | -$147K | 0.75% | 40 |
|
2020
Q1 | $812K | Sell |
21,435
-2,490
| -10% | -$94.3K | 1.05% | 33 |
|
2019
Q4 | $948K | Sell |
23,925
-180
| -0.7% | -$7.13K | 0.84% | 39 |
|
2019
Q3 | $954K | Buy |
24,105
+12,402
| +106% | +$491K | 0.52% | 39 |
|
2019
Q2 | $431K | Hold |
11,703
| – | – | 0.22% | 52 |
|
2019
Q1 | $380K | Buy |
11,703
+3
| +0% | +$97 | 0.2% | 58 |
|
2018
Q4 | $363K | Buy |
+11,700
| New | +$363K | 0.19% | 59 |
|