Doliver 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 | $2.46M | Sell |
25,161
-403
| -2% | -$39.4K | 0.67% | 22 |
|
|
2025
Q1 | $2.24M | Buy |
25,564
+822
| +3% | +$72.2K | 0.63% | 23 |
|
|
2024
Q4 | $2.24M | Sell |
24,742
-5,118
| -17% | -$462K | 0.62% | 23 |
|
|
2024
Q3 | $2.41M | Sell |
29,860
-4,597
| -13% | -$371K | 0.66% | 20 |
|
|
2024
Q2 | $2.33M | Sell |
34,457
-2,075
| -6% | -$140K | 0.65% | 19 |
|
|
2024
Q1 | $2.2M | Sell |
36,532
-254
| -0.7% | -$15.3K | 0.62% | 19 |
|
|
2023
Q4 | $1.93M | Sell |
36,786
-2,958
| -7% | -$155K | 0.59% | 23 |
|
|
2023
Q3 | $2.12M | Sell |
39,744
-1,113
| -3% | -$59.3K | 0.64% | 18 |
|
|
2023
Q2 | $2.14M | Sell |
40,857
-579
| -1% | -$30.3K | 0.65% | 18 |
|
|
2023
Q1 | $2.04M | Buy |
41,436
+1,086
| +3% | +$53.4K | 0.64% | 19 |
|
|
2022
Q4 | $1.91M | Sell |
40,350
-30
| -0.1% | -$1.42K | 0.63% | 22 |
|
|
2022
Q3 | $1.75M | Sell |
40,380
-3,360
| -8% | -$145K | 0.64% | 22 |
|
|
2022
Q2 | $1.77M | Buy |
43,740
+6,714
| +18% | +$272K | 0.63% | 22 |
|
|
2022
Q1 | $1.84M | Buy |
37,026
+921
| +3% | +$45.7K | 0.58% | 25 |
|
|
2021
Q4 | $1.68M | Buy |
36,105
+480
| +1% | +$22.3K | 0.52% | 25 |
|
|
2021
Q3 | $1.66M | Buy |
35,625
+11,325
| +47% | +$526K | 0.56% | 28 |
|
|
2021
Q2 | $1.14M | Buy |
24,300
+4,104
| +20% | +$193K | 0.38% | 45 |
|
|
2021
Q1 | $914K | Buy |
20,196
+1,890
| +10% | +$85.5K | 0.34% | 47 |
|
|
2020
Q4 | $880K | Buy |
18,306
+3,477
| +23% | +$167K | 0.39% | 45 |
|
|
2020
Q3 | $692K | Buy |
14,829
+1,086
| +8% | +$50.7K | 0.35% | 56 |
|
|
2020
Q2 | $549K | Buy |
+13,743
| New | +$549K | 0.25% | 60 |
|
|
2018
Q3 | – | Sell |
-8,073
| Closed | -$231K | – | 304 |
|
|
2018
Q2 | $231K | Buy |
+8,073
| New | +$231K | 0.1% | 180 |
|