CWS Financial 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 | $2.29M | Buy |
23,385
+25
| +0.1% | +$2.45K | 0.67% | 22 |
|
|
2025
Q1 | $2.05M | Buy |
23,360
+36
| +0.2% | +$3.16K | 0.65% | 24 |
|
|
2024
Q4 | $2.11M | Sell |
23,324
-66
| -0.3% | -$5.96K | 0.68% | 24 |
|
|
2024
Q3 | $1.89M | Buy |
23,390
+6
| +0% | +$485 | 0.67% | 21 |
|
|
2024
Q2 | $1.58M | Buy |
23,384
+14,615
| +167% | +$990K | 0.62% | 21 |
|
|
2024
Q1 | $528K | Buy |
8,769
+42
| +0.5% | +$2.53K | 0.22% | 51 |
|
|
2023
Q4 | $459K | Buy |
8,727
+600
| +7% | +$31.5K | 0.17% | 88 |
|
|
2023
Q3 | $433K | Buy |
8,127
+9
| +0.1% | +$480 | 0.17% | 92 |
|
|
2023
Q2 | $425K | Buy |
8,118
+18
| +0.2% | +$943 | 0.16% | 96 |
|
|
2023
Q1 | $398K | Sell |
8,100
-21,039
| -72% | -$1.03M | 0.16% | 100 |
|
|
2022
Q4 | $1.32M | Buy |
29,139
+6,222
| +27% | +$282K | 0.57% | 20 |
|
|
2022
Q3 | $991K | Sell |
22,917
-495
| -2% | -$21.4K | 0.47% | 30 |
|
|
2022
Q2 | $949K | Sell |
23,412
-5,997
| -20% | -$243K | 0.43% | 34 |
|
|
2022
Q1 | $1.46M | Hold |
29,409
| – | – | 0.55% | 24 |
|
|
2021
Q4 | $1.42M | Buy |
+29,409
| New | +$1.42M | 0.5% | 26 |
|
|
2021
Q2 | $1.37M | Buy |
29,142
+3
| +0% | +$141 | 0.55% | 21 |
|
|
2021
Q1 | $1.32M | Hold |
29,139
| – | – | 0.57% | 20 |
|
|
2020
Q4 | $1.4M | Buy |
29,139
+300
| +1% | +$14.4K | 0.81% | 12 |
|
|
2020
Q3 | $1.35M | Hold |
28,839
| – | – | 0.89% | 10 |
|
|
2020
Q2 | $1.15M | Buy |
28,839
+14,700
| +104% | +$587K | 0.83% | 15 |
|
|
2020
Q1 | $560K | Hold |
14,139
| – | – | 0.41% | 46 |
|
|
2019
Q4 | $560K | Buy |
+14,139
| New | +$560K | 0.41% | 46 |
|