Eads & Heald Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
37,373
-2,377
| -6% | -$232K | 1.81% | 4 |
|
|
2025
Q1 | $3.49M | Sell |
39,750
-2,523
| -6% | -$222K | 1.77% | 3 |
|
|
2024
Q4 | $3.82M | Sell |
42,273
-2,431
| -5% | -$220K | 1.88% | 3 |
|
|
2024
Q3 | $3.61M | Sell |
44,704
-1,730
| -4% | -$140K | 1.71% | 4 |
|
|
2024
Q2 | $3.14M | Sell |
46,434
-1,762
| -4% | -$119K | 1.52% | 7 |
|
|
2024
Q1 | $2.9M | Sell |
48,196
-3,212
| -6% | -$193K | 1.35% | 16 |
|
|
2023
Q4 | $2.7M | Buy |
51,408
+330
| +0.6% | +$17.3K | 1.3% | 20 |
|
|
2023
Q3 | $2.72M | Sell |
51,078
-1,011
| -2% | -$53.9K | 1.43% | 9 |
|
|
2023
Q2 | $2.73M | Sell |
52,089
-2,601
| -5% | -$136K | 1.34% | 16 |
|
|
2023
Q1 | $2.69M | Buy |
54,690
+1,551
| +3% | +$76.2K | 1.33% | 14 |
|
|
2022
Q4 | $2.51M | Buy |
53,139
+660
| +1% | +$31.2K | 1.28% | 22 |
|
|
2022
Q3 | $2.27M | Buy |
52,479
+1,026
| +2% | +$44.4K | 1.29% | 17 |
|
|
2022
Q2 | $2.09M | Buy |
51,453
+360
| +0.7% | +$14.6K | 1.12% | 38 |
|
|
2022
Q1 | $2.54M | Sell |
51,093
-222
| -0.4% | -$11K | 1.18% | 26 |
|
|
2021
Q4 | $2.48M | Buy |
51,315
+45
| +0.1% | +$2.17K | 1.08% | 36 |
|
|
2021
Q3 | $2.38M | Buy |
51,270
+300
| +0.6% | +$13.9K | 1.15% | 29 |
|
|
2021
Q2 | $2.4M | Sell |
50,970
-333
| -0.6% | -$15.7K | 1.17% | 27 |
|
|
2021
Q1 | $2.32M | Buy |
51,303
+576
| +1% | +$26.1K | 1.19% | 27 |
|
|
2020
Q4 | $2.44M | Buy |
50,727
+27
| +0.1% | +$1.3K | 1.31% | 19 |
|
|
2020
Q3 | $2.36M | Sell |
50,700
-4,662
| -8% | -$217K | 1.41% | 16 |
|
|
2020
Q2 | $2.21M | Sell |
55,362
-519
| -0.9% | -$20.7K | 1.34% | 19 |
|
|
2020
Q1 | $2.12M | Sell |
55,881
-3,150
| -5% | -$119K | 1.5% | 13 |
|
|
2019
Q4 | $2.34M | Buy |
59,031
+1,377
| +2% | +$54.5K | 1.24% | 28 |
|
|
2019
Q3 | $2.28M | Buy |
57,654
+291
| +0.5% | +$11.5K | 1.27% | 26 |
|
|
2019
Q2 | $2.11M | Sell |
57,363
-771
| -1% | -$28.4K | 1.2% | 30 |
|
|
2019
Q1 | $1.89M | Buy |
58,134
+10,560
| +22% | +$343K | 1.09% | 43 |
|
|
2018
Q4 | $1.48M | Buy |
47,574
+3,978
| +9% | +$124K | 0.98% | 50 |
|
|
2018
Q3 | $1.37M | Sell |
43,596
-165
| -0.4% | -$5.17K | 0.78% | 61 |
|
|
2018
Q2 | $1.25M | Sell |
43,761
-990
| -2% | -$28.3K | 0.77% | 63 |
|
|
2018
Q1 | $1.33M | Sell |
44,751
-2,454
| -5% | -$72.8K | 0.84% | 56 |
|
|
2017
Q4 | $1.55M | Buy |
47,205
+8,241
| +21% | +$271K | 0.92% | 50 |
|
|
2017
Q3 | $1.02M | Buy |
38,964
+156
| +0.4% | +$4.06K | 0.63% | 78 |
|
|
2017
Q2 | $979K | Sell |
38,808
-1,701
| -4% | -$42.9K | 0.63% | 78 |
|
|
2017
Q1 | $973K | Sell |
40,509
-474
| -1% | -$11.4K | 0.63% | 77 |
|
|
2016
Q4 | $944K | Buy |
40,983
+81
| +0.2% | +$1.87K | 0.64% | 77 |
|
|
2016
Q3 | $983K | Sell |
40,902
-636
| -2% | -$15.3K | 0.68% | 71 |
|
|
2016
Q2 | $1.01M | Sell |
41,538
-534
| -1% | -$13K | 0.69% | 69 |
|
|
2016
Q1 | $961K | Sell |
42,072
-465
| -1% | -$10.6K | 0.66% | 72 |
|
|
2015
Q4 | $869K | Sell |
42,537
-2,034
| -5% | -$41.6K | 0.6% | 73 |
|
|
2015
Q3 | $963K | Sell |
44,571
-21,837
| -33% | -$472K | 0.69% | 70 |
|
|
2015
Q2 | $1.57M | Buy |
66,408
+798
| +1% | +$18.9K | 1.03% | 41 |
|
|
2015
Q1 | $1.8M | Sell |
65,610
-2,544
| -4% | -$69.8K | 1.16% | 31 |
|
|
2014
Q4 | $1.95M | Sell |
68,154
-783
| -1% | -$22.4K | 1.24% | 29 |
|
|
2014
Q3 | $1.76M | Sell |
68,937
-1,800
| -3% | -$45.9K | 1.19% | 35 |
|
|
2014
Q2 | $1.77M | Sell |
70,737
-4,836
| -6% | -$121K | 1.18% | 40 |
|
|
2014
Q1 | $1.93M | Sell |
75,573
-57
| -0.1% | -$1.45K | 1.27% | 33 |
|
|
2013
Q4 | $1.98M | Buy |
75,630
+672
| +0.9% | +$17.6K | 1.32% | 33 |
|
|
2013
Q3 | $1.85M | Sell |
74,958
-4,854
| -6% | -$120K | 1.32% | 30 |
|
|
2013
Q2 | $1.98M | Buy |
+79,812
| New | +$1.98M | 1.4% | 24 |
|