Crewe 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 | $780K | Buy |
7,980
+115
| +1% | +$11.2K | 0.11% | 70 |
|
|
2025
Q1 | $690K | Buy |
7,865
+7
| +0.1% | +$615 | 0.1% | 68 |
|
|
2024
Q4 | $710K | Sell |
7,858
-434
| -5% | -$39.2K | 0.1% | 65 |
|
|
2024
Q3 | $670K | Sell |
8,292
-321
| -4% | -$25.9K | 0.08% | 69 |
|
|
2024
Q2 | $583K | Buy |
8,613
+908
| +12% | +$61.5K | 0.07% | 93 |
|
|
2024
Q1 | $464K | Buy |
+7,705
| New | +$464K | 0.05% | 106 |
|
|
2023
Q3 | – | Sell |
-6,732
| Closed | -$353K | – | 928 |
|
|
2023
Q2 | $353K | Sell |
6,732
-672
| -9% | -$35.2K | 0.05% | 99 |
|
|
2023
Q1 | $364K | Sell |
7,404
-27
| -0.4% | -$1.33K | 0.05% | 103 |
|
|
2022
Q4 | $351K | Sell |
7,431
-411
| -5% | -$19.4K | 0.06% | 100 |
|
|
2022
Q3 | $339K | Buy |
7,842
+525
| +7% | +$22.7K | 0.06% | 94 |
|
|
2022
Q2 | $297K | Buy |
7,317
+2,169
| +42% | +$88K | 0.07% | 92 |
|
|
2022
Q1 | $256K | Buy |
5,148
+1,665
| +48% | +$82.8K | 0.05% | 95 |
|
|
2021
Q4 | $168K | Buy |
3,483
+1,992
| +134% | +$96.1K | 0.03% | 97 |
|
|
2021
Q3 | $69K | Hold |
1,491
| – | – | 0.02% | 132 |
|
|
2021
Q2 | $70K | Hold |
1,491
| – | – | 0.02% | 135 |
|
|
2021
Q1 | $68K | Hold |
1,491
| – | – | 0.02% | 130 |
|
|
2020
Q4 | $72K | Buy |
1,491
+105
| +8% | +$5.07K | 0.03% | 110 |
|
|
2020
Q3 | $65K | Buy |
1,386
+597
| +76% | +$28K | 0.03% | 108 |
|
|
2020
Q2 | $32K | Hold |
789
| – | – | 0.02% | 123 |
|
|
2020
Q1 | $30K | Sell |
789
-78
| -9% | -$2.97K | 0.02% | 108 |
|
|
2019
Q4 | $34K | Buy |
867
+78
| +10% | +$3.06K | 0.01% | 128 |
|
|
2019
Q3 | $31K | Sell |
789
-81
| -9% | -$3.18K | 0.01% | 141 |
|
|
2019
Q2 | $32K | Buy |
870
+60
| +7% | +$2.21K | 0.01% | 162 |
|
|
2019
Q1 | $26K | Buy |
810
+21
| +3% | +$674 | 0.01% | 150 |
|
|
2018
Q4 | $24K | Sell |
789
-705
| -47% | -$21.4K | 0.01% | 153 |
|
|
2018
Q3 | $47K | Sell |
1,494
-1,494
| -50% | -$47K | 0.04% | 124 |
|
|
2018
Q2 | $87K | Buy |
2,988
+1,494
| +100% | +$43.5K | 0.08% | 85 |
|
|
2018
Q1 | $44K | Buy |
1,494
+705
| +89% | +$20.8K | 0.04% | 123 |
|
|
2017
Q4 | $26K | Buy |
+789
| New | +$26K | 0.03% | 173 |
|