Financial Advisory Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
54,891
-2,440
| -4% | -$239K | 1.69% | 17 |
|
|
2025
Q1 | $5.03M | Sell |
57,331
-2,456
| -4% | -$216K | 1.68% | 16 |
|
|
2024
Q4 | $5.4M | Sell |
59,787
-1,840
| -3% | -$166K | 1.79% | 10 |
|
|
2024
Q3 | $4.98M | Buy |
61,627
+66
| +0.1% | +$5.33K | 1.65% | 12 |
|
|
2024
Q2 | $4.17M | Sell |
61,561
-2,330
| -4% | -$158K | 1.56% | 17 |
|
|
2024
Q1 | $3.84M | Sell |
63,891
-10,509
| -14% | -$632K | 1.49% | 23 |
|
|
2023
Q4 | $3.91M | Sell |
74,400
-1,548
| -2% | -$81.3K | 1.42% | 31 |
|
|
2023
Q3 | $4.05M | Sell |
75,948
-1,971
| -3% | -$105K | 1.63% | 13 |
|
|
2023
Q2 | $4.08M | Sell |
77,919
-168
| -0.2% | -$8.8K | 1.57% | 23 |
|
|
2023
Q1 | $3.84M | Buy |
78,087
+369
| +0.5% | +$18.1K | 1.52% | 27 |
|
|
2022
Q4 | $3.67M | Sell |
77,718
-1,428
| -2% | -$67.5K | 1.51% | 32 |
|
|
2022
Q3 | $3.42M | Buy |
79,146
+273
| +0.3% | +$11.8K | 1.49% | 32 |
|
|
2022
Q2 | $3.2M | Buy |
78,873
+2,565
| +3% | +$104K | 1.32% | 41 |
|
|
2022
Q1 | $3.79M | Buy |
76,308
+6,627
| +10% | +$329K | 1.4% | 34 |
|
|
2021
Q4 | $3.36M | Buy |
+69,681
| New | +$3.36M | 1.23% | 41 |
|