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 | $339K | Hold |
3,470
| – | – | 0.06% | 61 |
|
|
2025
Q1 | $305K | Sell |
3,470
-453
| -12% | -$39.8K | 0.06% | 63 |
|
|
2024
Q4 | $354K | Hold |
3,923
| – | – | 0.07% | 57 |
|
|
2024
Q3 | $317K | Hold |
3,923
| – | – | 0.06% | 62 |
|
|
2024
Q2 | $266K | Sell |
3,923
-453
| -10% | -$30.7K | 0.05% | 61 |
|
|
2024
Q1 | $263K | Buy |
4,376
+5
| +0.1% | +$301 | 0.05% | 64 |
|
|
2023
Q4 | $230K | Sell |
4,371
-468
| -10% | -$24.6K | 0.05% | 66 |
|
|
2023
Q3 | $258K | Buy |
4,839
+12
| +0.2% | +$640 | 0.06% | 61 |
|
|
2023
Q2 | $253K | Hold |
4,827
| – | – | 0.06% | 65 |
|
|
2023
Q1 | $237K | Hold |
4,827
| – | – | 0.06% | 65 |
|
|
2022
Q4 | $228K | Sell |
4,827
-96
| -2% | -$4.54K | 0.06% | 69 |
|
|
2022
Q3 | $215K | Buy |
+4,923
| New | +$215K | 0.07% | 66 |
|
|
2022
Q2 | – | Sell |
-4,923
| Closed | -$244K | – | 90 |
|
|
2022
Q1 | $244K | Hold |
4,923
| – | – | 0.08% | 75 |
|
|
2021
Q4 | $237K | Buy |
4,923
+96
| +2% | +$4.62K | 0.07% | 80 |
|
|
2021
Q3 | $224K | Hold |
4,827
| – | – | 0.08% | 81 |
|
|
2021
Q2 | $227K | Hold |
4,827
| – | – | 0.08% | 80 |
|
|
2021
Q1 | $219K | Buy |
4,827
+306
| +7% | +$13.9K | 0.09% | 75 |
|
|
2020
Q4 | $217K | Hold |
4,521
| – | – | 0.1% | 71 |
|
|
2020
Q3 | $211K | Buy |
+4,521
| New | +$211K | 0.11% | 67 |
|