Core Wealth 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 | $425K | Buy |
4,342
+79
| +2% | +$7.72K | 0.12% | 52 |
|
|
2025
Q1 | $374K | Sell |
4,263
-158
| -4% | -$13.9K | 0.12% | 51 |
|
|
2024
Q4 | $399K | Sell |
4,421
-55
| -1% | -$4.97K | 0.13% | 46 |
|
|
2024
Q3 | $361K | Sell |
4,476
-162
| -3% | -$13.1K | 0.12% | 49 |
|
|
2024
Q2 | $314K | Buy |
4,638
+45
| +1% | +$3.05K | 0.11% | 49 |
|
|
2024
Q1 | $276K | Buy |
4,593
+90
| +2% | +$5.42K | 0.09% | 50 |
|
|
2023
Q4 | $237K | Buy |
4,503
+1,260
| +39% | +$66.2K | 0.09% | 46 |
|
|
2023
Q3 | $173K | Hold |
3,243
| – | – | 0.07% | 48 |
|
|
2023
Q2 | $170K | Buy |
3,243
+354
| +12% | +$18.5K | 0.07% | 49 |
|
|
2023
Q1 | $142K | Sell |
2,889
-288
| -9% | -$14.2K | 0.06% | 56 |
|
|
2022
Q4 | $150K | Buy |
3,177
+159
| +5% | +$7.52K | 0.07% | 47 |
|
|
2022
Q3 | $130K | Buy |
3,018
+339
| +13% | +$14.6K | 0.08% | 43 |
|
|
2022
Q2 | $109K | Sell |
2,679
-177
| -6% | -$7.2K | 0.07% | 48 |
|
|
2022
Q1 | $142K | Sell |
2,856
-225
| -7% | -$11.2K | 0.08% | 44 |
|
|
2021
Q4 | $149K | Hold |
3,081
| – | – | 0.09% | 46 |
|
|
2021
Q3 | $143K | Sell |
3,081
-30
| -1% | -$1.39K | 0.09% | 52 |
|
|
2021
Q2 | $146K | Sell |
3,111
-549
| -15% | -$25.8K | 0.1% | 42 |
|
|
2021
Q1 | $166K | Buy |
3,660
+30
| +0.8% | +$1.36K | 0.15% | 34 |
|
|
2020
Q4 | $174K | Sell |
3,630
-492
| -12% | -$23.6K | 0.16% | 33 |
|
|
2020
Q3 | $192K | Buy |
4,122
+747
| +22% | +$34.8K | 0.18% | 33 |
|
|
2020
Q2 | $135K | Buy |
3,375
+150
| +5% | +$6K | 0.12% | 38 |
|
|
2020
Q1 | $122K | Hold |
3,225
| – | – | 0.09% | 43 |
|
|
2019
Q4 | $128K | Buy |
+3,225
| New | +$128K | 0.07% | 37 |
|