Financial Advocates Investment Management’s Walmart WMT Stock Holding History

Financial Advocates Investment Management’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Sell	10,633 -9,315	-47%	-$911K	0.08%	224
2025 Q1	$1.75M	Sell	19,948 -1,433	-7%	-$126K	0.12%	185
2024 Q4	$1.93M	Buy	21,381 +2,082	+11%	+$188K	0.11%	186
2024 Q3	$1.56M	Buy	19,299 +464	+2%	+$37.5K	0.09%	218
2024 Q2	$1.28M	Sell	18,835 -8,499	-31%	-$575K	0.08%	234
2024 Q1	$1.64M	Buy	27,334 +7,102	+35%	+$427K	0.1%	211
2023 Q4	$1.06M	Sell	20,232 -15,186	-43%	-$798K	0.07%	274
2023 Q3	$1.89M	Buy	35,418 +651	+2%	+$34.7K	0.14%	169
2023 Q2	$1.82M	Sell	34,767 -1,617	-4%	-$84.7K	0.13%	178
2023 Q1	$1.79M	Sell	36,384 -3,696	-9%	-$182K	0.13%	174
2022 Q4	$1.89M	Buy	40,080 +2,925	+8%	+$138K	0.14%	168
2022 Q3	$1.6M	Buy	37,155 +270	+0.7%	+$11.6K	0.13%	173
2022 Q2	$1.5M	Sell	36,885 -585	-2%	-$23.7K	0.12%	203
2022 Q1	$1.86M	Sell	37,470 -1,263	-3%	-$62.7K	0.12%	202
2021 Q4	$1.85M	Buy	38,733 +8,445	+28%	+$402K	0.12%	208
2021 Q3	$1.41M	Sell	30,288 -13,377	-31%	-$621K	0.1%	244
2021 Q2	$2.05M	Sell	43,665 -4,104	-9%	-$193K	0.14%	172
2021 Q1	$2.16M	Buy	47,769 +1,236	+3%	+$56K	0.15%	157
2020 Q4	$2.24M	Buy	46,533 +18,273	+65%	+$878K	0.15%	150
2020 Q3	$1.32M	Sell	28,260 -4,944	-15%	-$231K	0.11%	191
2020 Q2	$1.33M	Buy	33,204 +7,287	+28%	+$291K	0.13%	188
2020 Q1	$982K	Sell	25,917 -1,614	-6%	-$61.2K	0.14%	180
2019 Q4	$1.09M	Buy	27,531 +2,595	+10%	+$103K	0.12%	199
2019 Q3	$987K	Sell	24,936 -2,157	-8%	-$85.4K	0.11%	188
2019 Q2	$998K	Sell	27,093 -810	-3%	-$29.8K	0.12%	184
2019 Q1	$907K	Buy	27,903 +681	+3%	+$22.1K	0.11%	194
2018 Q4	$845K	Buy	27,222 +48	+0.2%	+$1.49K	0.12%	190
2018 Q3	$851K	Sell	27,174 -1,059	-4%	-$33.2K	0.1%	211
2018 Q2	$791K	Buy	28,233 +1,143	+4%	+$32K	0.1%	211
2018 Q1	$803K	Buy	27,090 +12,294	+83%	+$364K	0.1%	200
2017 Q4	$487K	Buy	+14,796	New	+$487K	0.07%	258