Cornerstone 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 | $1.4M | Sell |
14,338
-148
| -1% | -$14.5K | 0.15% | 79 |
|
|
2025
Q1 | $1.43M | Buy |
14,486
+1,034
| +8% | +$102K | 0.17% | 71 |
|
|
2024
Q4 | $1.4M | Buy |
13,452
+2,469
| +22% | +$257K | 0.16% | 76 |
|
|
2024
Q3 | $887K | Buy |
10,983
+152
| +1% | +$12.3K | 0.12% | 91 |
|
|
2024
Q2 | $733K | Sell |
10,831
-1,759
| -14% | -$119K | 0.1% | 98 |
|
|
2024
Q1 | $758K | Sell |
12,590
-1,600
| -11% | -$96.3K | 0.11% | 104 |
|
|
2023
Q4 | $746K | Sell |
14,190
-2,199
| -13% | -$116K | 0.12% | 106 |
|
|
2023
Q3 | $874K | Buy |
16,389
+594
| +4% | +$31.7K | 0.15% | 88 |
|
|
2023
Q2 | $828K | Sell |
15,795
-1,902
| -11% | -$99.7K | 0.15% | 93 |
|
|
2023
Q1 | $870K | Buy |
17,697
+864
| +5% | +$42.5K | 0.16% | 95 |
|
|
2022
Q4 | $796K | Buy |
16,833
+1,785
| +12% | +$84.4K | 0.16% | 94 |
|
|
2022
Q3 | $651K | Sell |
15,048
-360
| -2% | -$15.6K | 0.15% | 97 |
|
|
2022
Q2 | $624K | Sell |
15,408
-9,984
| -39% | -$404K | 0.14% | 102 |
|
|
2022
Q1 | $1.26M | Buy |
25,392
+7,794
| +44% | +$387K | 0.19% | 91 |
|
|
2021
Q4 | $849K | Sell |
17,598
-1,545
| -8% | -$74.5K | 0.12% | 129 |
|
|
2021
Q3 | $889K | Sell |
19,143
-4,017
| -17% | -$187K | 0.15% | 112 |
|
|
2021
Q2 | $1.09M | Sell |
23,160
-1,044
| -4% | -$49.1K | 0.18% | 89 |
|
|
2021
Q1 | $1.1M | Sell |
24,204
-2,010
| -8% | -$91K | 0.21% | 87 |
|
|
2020
Q4 | $1.26M | Buy |
26,214
+2,505
| +11% | +$120K | 0.26% | 73 |
|
|
2020
Q3 | $1.11M | Buy |
23,709
+10,605
| +81% | +$494K | 0.26% | 75 |
|
|
2020
Q2 | $523K | Buy |
13,104
+2,700
| +26% | +$108K | 0.14% | 112 |
|
|
2020
Q1 | $394K | Buy |
10,404
+918
| +10% | +$34.8K | 0.12% | 106 |
|
|
2019
Q4 | $376K | Buy |
9,486
+918
| +11% | +$36.4K | 0.08% | 128 |
|
|
2019
Q3 | $339K | Sell |
8,568
-984
| -10% | -$38.9K | 0.07% | 129 |
|
|
2019
Q2 | $352K | Buy |
9,552
+1,629
| +21% | +$60K | 0.08% | 126 |
|
|
2019
Q1 | $258K | Buy |
7,923
+396
| +5% | +$12.9K | 0.06% | 138 |
|
|
2018
Q4 | $234K | Buy |
7,527
+696
| +10% | +$21.6K | 0.06% | 131 |
|
|
2018
Q3 | $214K | Buy |
+6,831
| New | +$214K | 0.06% | 141 |
|