Delta 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 | $5.21M | Sell |
53,286
-797
| -1% | -$77.9K | 1.83% | 13 |
|
|
2025
Q1 | $4.75M | Buy |
54,083
+269
| +0.5% | +$23.6K | 1.78% | 13 |
|
|
2024
Q4 | $4.86M | Buy |
53,814
+19
| +0% | +$1.72K | 1.81% | 12 |
|
|
2024
Q3 | $4.34M | Sell |
53,795
-438
| -0.8% | -$35.4K | 1.58% | 15 |
|
|
2024
Q2 | $3.67M | Buy |
54,233
+33
| +0.1% | +$2.23K | 1.42% | 17 |
|
|
2024
Q1 | $3.26M | Buy |
54,200
+77
| +0.1% | +$4.63K | 1.29% | 18 |
|
|
2023
Q4 | $2.84M | Hold |
54,123
| – | – | 1.23% | 23 |
|
|
2023
Q3 | $2.89M | Sell |
54,123
-288
| -0.5% | -$15.4K | 1.3% | 20 |
|
|
2023
Q2 | $2.85M | Sell |
54,411
-615
| -1% | -$32.2K | 1.26% | 21 |
|
|
2023
Q1 | $2.7M | Sell |
55,026
-192
| -0.3% | -$9.44K | 1.3% | 18 |
|
|
2022
Q4 | $2.61M | Buy |
55,218
+60
| +0.1% | +$2.84K | 1.27% | 24 |
|
|
2022
Q3 | $2.39M | Buy |
55,158
+600
| +1% | +$25.9K | 1.27% | 21 |
|
|
2022
Q2 | $2.21M | Buy |
54,558
+24
| +0% | +$973 | 1.1% | 30 |
|
|
2022
Q1 | $2.71M | Sell |
54,534
-726
| -1% | -$36K | 1.16% | 23 |
|
|
2021
Q4 | $2.67M | Buy |
55,260
+135
| +0.2% | +$6.51K | 1.09% | 30 |
|
|
2021
Q3 | $2.56M | Sell |
55,125
-318
| -0.6% | -$14.8K | 1.14% | 28 |
|
|
2021
Q2 | $2.61M | Buy |
55,443
+156
| +0.3% | +$7.33K | 1.15% | 28 |
|
|
2021
Q1 | $2.5M | Buy |
55,287
+543
| +1% | +$24.6K | 1.17% | 25 |
|
|
2020
Q4 | $2.63M | Buy |
54,744
+330
| +0.6% | +$15.9K | 1.32% | 19 |
|
|
2020
Q3 | $2.54M | Buy |
54,414
+78
| +0.1% | +$3.64K | 1.4% | 15 |
|
|
2020
Q2 | $2.17M | Buy |
54,336
+1,158
| +2% | +$46.2K | 1.28% | 22 |
|
|
2020
Q1 | $2.01M | Buy |
53,178
+801
| +2% | +$30.3K | 1.39% | 19 |
|
|
2019
Q4 | $2.08M | Sell |
52,377
-51
| -0.1% | -$2.02K | 0.81% | 50 |
|
|
2019
Q3 | $2.07M | Buy |
52,428
+2,004
| +4% | +$79.3K | 0.84% | 51 |
|
|
2019
Q2 | $1.86M | Buy |
+50,424
| New | +$1.86M | 0.77% | 54 |
|