CV 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 | $404K | Sell |
4,134
-346
| -8% | -$33.8K | 0.12% | 28 |
|
|
2025
Q1 | $363K | Sell |
4,480
-24,388
| -84% | -$1.98M | 0.13% | 28 |
|
|
2024
Q4 | $2.61M | Buy |
28,868
+120
| +0.4% | +$10.8K | 0.91% | 13 |
|
|
2024
Q3 | $2.32M | Hold |
28,748
| – | – | 1.12% | 8 |
|
|
2024
Q2 | $1.95M | Sell |
28,748
-55,071
| -66% | -$3.73M | 1.02% | 9 |
|
|
2024
Q1 | $5.04M | Sell |
83,819
-207,583
| -71% | -$12.5M | 2.84% | 8 |
|
|
2023
Q4 | $15.3M | Hold |
291,402
| – | – | 10.31% | 2 |
|
|
2023
Q3 | $15.5M | Hold |
291,402
| – | – | 11.55% | 2 |
|
|
2023
Q2 | $15.3M | Hold |
291,402
| – | – | 11.21% | 2 |
|
|
2023
Q1 | $14.3M | Hold |
291,402
| – | – | 12.55% | 2 |
|
|
2022
Q4 | $13.8M | Buy |
291,402
+90,000
| +45% | +$4.25M | 13.23% | 2 |
|
|
2022
Q3 | $8.71M | Hold |
201,402
| – | – | 8.56% | 3 |
|
|
2022
Q2 | $8.16M | Hold |
201,402
| – | – | 7.73% | 2 |
|
|
2022
Q1 | $10M | Hold |
201,402
| – | – | 7.07% | 2 |
|
|
2021
Q4 | $9.71M | Buy |
+201,402
| New | +$9.71M | 5.55% | 3 |
|