Evolution 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 | $557K | Buy |
5,693
+38
| +0.7% | +$3.72K | 0.08% | 95 |
|
|
2025
Q1 | $496K | Sell |
5,655
-748
| -12% | -$65.7K | 0.08% | 89 |
|
|
2024
Q4 | $579K | Buy |
6,403
+3,450
| +117% | +$312K | 0.1% | 81 |
|
|
2024
Q3 | $238K | Sell |
2,953
-2,658
| -47% | -$214K | 0.04% | 117 |
|
|
2024
Q2 | $380K | Buy |
5,611
+211
| +4% | +$14.3K | 0.07% | 94 |
|
|
2024
Q1 | $325K | Buy |
+5,400
| New | +$325K | 0.06% | 96 |
|
|
2023
Q2 | – | Sell |
-5,400
| Closed | -$265K | – | 125 |
|
|
2023
Q1 | $265K | Buy |
5,400
+615
| +13% | +$30.2K | 0.06% | 100 |
|
|
2022
Q4 | $226K | Hold |
4,785
| – | – | 0.06% | 111 |
|
|
2022
Q3 | $207K | Sell |
4,785
-615
| -11% | -$26.6K | 0.06% | 98 |
|
|
2022
Q2 | $219K | Hold |
5,400
| – | – | 0.06% | 99 |
|
|
2022
Q1 | $268K | Hold |
5,400
| – | – | 0.06% | 92 |
|
|
2021
Q4 | $260 | Hold |
5,400
| – | – | 0.04% | 107 |
|
|
2021
Q3 | $251K | Hold |
5,400
| – | – | 0.05% | 90 |
|
|
2021
Q2 | $254K | Hold |
5,400
| – | – | 0.05% | 98 |
|
|
2021
Q1 | $244K | Buy |
5,400
+105
| +2% | +$4.74K | 0.05% | 94 |
|
|
2020
Q4 | $254K | Sell |
5,295
-8,787
| -62% | -$422K | 0.06% | 93 |
|
|
2020
Q3 | $657K | Buy |
14,082
+13,371
| +1,881% | +$624K | 0.18% | 55 |
|
|
2020
Q2 | $28K | Buy |
711
+615
| +641% | +$24.2K | 0.01% | 183 |
|
|
2020
Q1 | $4K | Sell |
96
-555
| -85% | -$23.1K | ﹤0.01% | 281 |
|
|
2019
Q4 | $26K | Buy |
+651
| New | +$26K | 0.01% | 204 |
|
|
2019
Q3 | – | Sell |
-597
| Closed | -$22K | – | 593 |
|
|
2019
Q2 | $22K | Buy |
+597
| New | +$22K | 0.01% | 123 |
|