EP 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 | $21.5M | Buy |
219,435
+36,732
| +20% | +$3.59M | 0.14% | 121 |
|
|
2025
Q1 | $16M | Buy |
182,703
+3,053
| +2% | +$268K | 0.13% | 124 |
|
|
2024
Q4 | $16.2M | Buy |
179,650
+6,419
| +4% | +$580K | 0.13% | 115 |
|
|
2024
Q3 | $14M | Buy |
173,231
+9,088
| +6% | +$734K | 0.12% | 124 |
|
|
2024
Q2 | $11.1M | Buy |
164,143
+16,545
| +11% | +$1.12M | 0.12% | 113 |
|
|
2024
Q1 | $8.88M | Buy |
147,598
+4,477
| +3% | +$269K | 0.1% | 120 |
|
|
2023
Q4 | $7.52M | Buy |
143,121
+13,701
| +11% | +$720K | 0.1% | 128 |
|
|
2023
Q3 | $6.9M | Sell |
129,420
-16,488,639
| -99% | -$879M | 0.11% | 126 |
|
|
2023
Q2 | $6.88M | Buy |
16,618,059
+16,596,129
| +75,678% | +$6.87M | 0.1% | 124 |
|
|
2023
Q1 | $1.19M | Sell |
21,930
-55,977
| -72% | -$3.04M | 0.02% | 287 |
|
|
2022
Q4 | $3.68M | Buy |
77,907
+1,785
| +2% | +$84.4K | 0.07% | 156 |
|
|
2022
Q3 | $3.29M | Sell |
76,122
-10,608
| -12% | -$459K | 0.07% | 145 |
|
|
2022
Q2 | $3.52M | Buy |
86,730
+5,871
| +7% | +$238K | 0.08% | 140 |
|
|
2022
Q1 | $4.01M | Buy |
80,859
+1,659
| +2% | +$82.4K | 0.09% | 132 |
|
|
2021
Q4 | $3.82M | Buy |
79,200
+11,202
| +16% | +$540K | 0.09% | 127 |
|
|
2021
Q3 | $3.16M | Sell |
67,998
-5,541
| -8% | -$257K | 0.09% | 129 |
|
|
2021
Q2 | $3.46M | Buy |
73,539
+3,246
| +5% | +$153K | 0.1% | 129 |
|
|
2021
Q1 | $3.18M | Buy |
70,293
+3,540
| +5% | +$160K | 0.1% | 131 |
|
|
2020
Q4 | $3.21M | Buy |
66,753
+1,272
| +2% | +$61.1K | 0.11% | 99 |
|
|
2020
Q3 | $3.05M | Sell |
65,481
-156
| -0.2% | -$7.28K | 0.13% | 88 |
|
|
2020
Q2 | $2.62M | Sell |
65,637
-2,187
| -3% | -$87.3K | 0.11% | 99 |
|
|
2020
Q1 | $2.57M | Buy |
+67,824
| New | +$2.57M | 0.13% | 104 |
|
|
2019
Q4 | – | Sell |
-31,317
| Closed | -$1.24M | – | 437 |
|
|
2019
Q3 | $1.24M | Buy |
31,317
+621
| +2% | +$24.6K | 0.06% | 130 |
|
|
2019
Q2 | $1.13M | Buy |
+30,696
| New | +$1.13M | 0.07% | 119 |
|
|
2019
Q1 | – | Sell |
-11,178
| Closed | -$347K | – | 289 |
|
|
2018
Q4 | $347K | Buy |
11,178
+474
| +4% | +$14.7K | 0.03% | 197 |
|
|
2018
Q3 | $335K | Buy |
+10,704
| New | +$335K | 0.03% | 207 |
|