CSM 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 | $19.1M | Buy |
195,630
+3,175
| +2% | +$310K | 0.56% | 53 |
|
|
2025
Q1 | $16.9M | Sell |
192,455
-4,040
| -2% | -$355K | 0.92% | 26 |
|
|
2024
Q4 | $17.8M | Sell |
196,495
-4,920
| -2% | -$444K | 0.83% | 28 |
|
|
2024
Q3 | $16.3M | Sell |
201,415
-17,628
| -8% | -$1.42M | 1.06% | 29 |
|
|
2024
Q2 | $14.8M | Sell |
219,043
-3,410
| -2% | -$231K | 1.05% | 26 |
|
|
2024
Q1 | $13.4M | Sell |
222,453
-2,040
| -0.9% | -$123K | 0.88% | 31 |
|
|
2023
Q4 | $11.8M | Sell |
224,493
-2,460
| -1% | -$129K | 0.85% | 29 |
|
|
2023
Q3 | $12.1M | Sell |
226,953
-7,395
| -3% | -$394K | 1.05% | 22 |
|
|
2023
Q2 | $12.3M | Sell |
234,348
-6,225
| -3% | -$326K | 0.93% | 27 |
|
|
2023
Q1 | $11.8M | Sell |
240,573
-3,630
| -1% | -$178K | 1.02% | 24 |
|
|
2022
Q4 | $11.5M | Buy |
244,203
+2,400
| +1% | +$113K | 1.1% | 24 |
|
|
2022
Q3 | $10.5M | Sell |
241,803
-22,665
| -9% | -$980K | 1.14% | 17 |
|
|
2022
Q2 | $10.7M | Buy |
264,468
+390
| +0.1% | +$15.8K | 0.98% | 24 |
|
|
2022
Q1 | $13.1M | Sell |
264,078
-46,320
| -15% | -$2.3M | 0.9% | 29 |
|
|
2021
Q4 | $15M | Sell |
310,398
-11,325
| -4% | -$546K | 0.99% | 26 |
|
|
2021
Q3 | $14.9M | Buy |
321,723
+3,000
| +0.9% | +$139K | 1.1% | 24 |
|
|
2021
Q2 | $15M | Sell |
318,723
-11,571
| -4% | -$544K | 0.99% | 27 |
|
|
2021
Q1 | $15M | Buy |
+330,294
| New | +$15M | 2.1% | 14 |
|