Financial Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.09M | Buy |
18,068
+5
| +0% | +$301 | 0.19% | 45 |
|
|
2023
Q4 | $949K | Sell |
18,063
-1,500
| -8% | -$78.8K | 0.18% | 46 |
|
|
2023
Q3 | $1.04M | Sell |
19,563
-822
| -4% | -$43.8K | 0.21% | 47 |
|
|
2023
Q2 | $1.07M | Sell |
20,385
-135
| -0.7% | -$7.07K | 0.21% | 45 |
|
|
2023
Q1 | $1.01M | Buy |
20,520
+1,383
| +7% | +$68K | 0.2% | 44 |
|
|
2022
Q4 | $904K | Sell |
19,137
-1,713
| -8% | -$80.9K | 0.19% | 45 |
|
|
2022
Q3 | $901K | Buy |
20,850
+213
| +1% | +$9.2K | 0.2% | 45 |
|
|
2022
Q2 | $836K | Buy |
20,637
+30
| +0.1% | +$1.22K | 0.18% | 48 |
|
|
2022
Q1 | $1.02M | Buy |
20,607
+3,570
| +21% | +$177K | 0.2% | 42 |
|
|
2021
Q4 | $822K | Buy |
17,037
+57
| +0.3% | +$2.75K | 0.16% | 47 |
|
|
2021
Q3 | $789K | Buy |
16,980
+72
| +0.4% | +$3.35K | 0.17% | 46 |
|
|
2021
Q2 | $795K | Buy |
16,908
+546
| +3% | +$25.7K | 0.19% | 46 |
|
|
2021
Q1 | $741K | Sell |
16,362
-1,107
| -6% | -$50.1K | 0.19% | 44 |
|
|
2020
Q4 | $839K | Buy |
17,469
+1,116
| +7% | +$53.6K | 0.22% | 43 |
|
|
2020
Q3 | $763K | Buy |
16,353
+129
| +0.8% | +$6.02K | 0.25% | 37 |
|
|
2020
Q2 | $648K | Buy |
16,224
+6
| +0% | +$240 | 0.22% | 41 |
|
|
2020
Q1 | $614K | Buy |
16,218
+3
| +0% | +$114 | 0.2% | 39 |
|
|
2019
Q4 | $642K | Buy |
16,215
+159
| +1% | +$6.3K | 0.17% | 44 |
|
|
2019
Q3 | $635K | Buy |
16,056
+156
| +1% | +$6.17K | 0.18% | 40 |
|
|
2019
Q2 | $607K | Buy |
15,900
+6
| +0% | +$229 | 0.16% | 41 |
|
|
2019
Q1 | $517K | Sell |
15,894
-297
| -2% | -$9.66K | 0.14% | 45 |
|
|
2018
Q4 | $503K | Buy |
16,191
+126
| +0.8% | +$3.91K | 0.15% | 43 |
|
|
2018
Q3 | $503K | Sell |
16,065
-1,368
| -8% | -$42.8K | 0.13% | 42 |
|
|
2018
Q2 | $498K | Buy |
17,433
+1,242
| +8% | +$35.5K | 0.14% | 41 |
|
|
2018
Q1 | $480K | Sell |
16,191
-5,313
| -25% | -$158K | 0.15% | 38 |
|
|
2017
Q4 | $708K | Sell |
21,504
-3,921
| -15% | -$129K | 0.21% | 34 |
|
|
2017
Q3 | $662K | Sell |
25,425
-14,421
| -36% | -$375K | 0.22% | 32 |
|
|
2017
Q2 | $1.01M | Sell |
39,846
-1,635
| -4% | -$41.2K | 0.34% | 30 |
|
|
2017
Q1 | $997K | Buy |
41,481
+222
| +0.5% | +$5.34K | 0.35% | 26 |
|
|
2016
Q4 | $951K | Buy |
41,259
+15
| +0% | +$346 | 0.37% | 28 |
|
|
2016
Q3 | $991K | Buy |
41,244
+69
| +0.2% | +$1.66K | 0.43% | 24 |
|
|
2016
Q2 | $1M | Buy |
41,175
+204
| +0.5% | +$4.96K | 0.49% | 22 |
|
|
2016
Q1 | $935K | Sell |
40,971
-258
| -0.6% | -$5.89K | 0.45% | 24 |
|
|
2015
Q4 | $842K | Buy |
41,229
+7,662
| +23% | +$156K | 0.41% | 23 |
|
|
2015
Q3 | $725K | Sell |
33,567
-8,025
| -19% | -$173K | 0.36% | 25 |
|
|
2015
Q2 | $983K | Buy |
41,592
+861
| +2% | +$20.3K | 0.49% | 20 |
|
|
2015
Q1 | $1.12M | Buy |
40,731
+60
| +0.1% | +$1.65K | 0.54% | 17 |
|
|
2014
Q4 | $1.16M | Sell |
40,671
-234
| -0.6% | -$6.7K | 0.61% | 15 |
|
|
2014
Q3 | $1.04M | Buy |
40,905
+738
| +2% | +$18.8K | 0.58% | 15 |
|
|
2014
Q2 | $1.01M | Sell |
40,167
-8,430
| -17% | -$211K | 0.57% | 14 |
|
|
2014
Q1 | $1.24M | Buy |
48,597
+927
| +2% | +$23.6K | 0.69% | 15 |
|
|
2013
Q4 | $1.25M | Buy |
47,670
+14,898
| +45% | +$391K | 0.71% | 15 |
|
|
2013
Q3 | $808K | Buy |
32,772
+3
| +0% | +$74 | 0.51% | 17 |
|
|
2013
Q2 | $814K | Buy |
+32,769
| New | +$814K | 0.52% | 17 |
|