Delos Wealth 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 | $4.76M | Sell |
48,649
-3,106
| -6% | -$304K | 3.7% | 7 |
|
2025
Q1 | $4.54M | Buy |
51,755
+250
| +0.5% | +$21.9K | 3.6% | 10 |
|
2024
Q4 | $4.65M | Buy |
51,505
+1,346
| +3% | +$122K | 3.71% | 7 |
|
2024
Q3 | $4.05M | Buy |
50,159
+2,344
| +5% | +$189K | 3.53% | 8 |
|
2024
Q2 | $3.24M | Buy |
47,815
+6,916
| +17% | +$468K | 3.13% | 8 |
|
2024
Q1 | $2.46M | Buy |
40,899
+10,665
| +35% | +$642K | 2.76% | 10 |
|
2023
Q4 | $1.59M | Sell |
30,234
-969
| -3% | -$50.9K | 2.3% | 14 |
|
2023
Q3 | $1.69M | Sell |
31,203
-468
| -1% | -$25.4K | 2.05% | 14 |
|
2023
Q2 | $1.66M | Buy |
31,671
+846
| +3% | +$44.3K | 2.12% | 15 |
|
2023
Q1 | $1.52M | Buy |
30,825
+228
| +0.7% | +$11.2K | 1.92% | 16 |
|
2022
Q4 | $1.45M | Sell |
30,597
-8,775
| -22% | -$415K | 2.23% | 15 |
|
2022
Q3 | $1.7M | Buy |
39,372
+22,626
| +135% | +$978K | 2.04% | 23 |
|
2022
Q2 | $679K | Buy |
16,746
+16,626
| +13,855% | +$674K | 0.76% | 33 |
|
2022
Q1 | $6K | Sell |
120
-63
| -34% | -$3.15K | 0.01% | 193 |
|
2021
Q4 | $9K | Buy |
183
+174
| +1,933% | +$8.56K | 0.01% | 237 |
|
2021
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 258 |
|