Financial Engines 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 | $1.83M | Buy |
18,711
+5,846
| +45% | +$572K | ﹤0.01% | 228 |
|
|
2025
Q1 | $1.13M | Sell |
12,865
-2,393
| -16% | -$210K | ﹤0.01% | 247 |
|
|
2024
Q4 | $1.38M | Buy |
15,258
+10,861
| +247% | +$981K | ﹤0.01% | 231 |
|
|
2024
Q3 | $355K | Sell |
4,397
-2,862
| -39% | -$231K | ﹤0.01% | 315 |
|
|
2024
Q2 | $492K | Buy |
7,259
+1,794
| +33% | +$121K | ﹤0.01% | 263 |
|
|
2024
Q1 | $330K | Sell |
5,465
-3,148
| -37% | -$190K | ﹤0.01% | 278 |
|
|
2023
Q4 | $454K | Buy |
8,613
+4,653
| +118% | +$245K | ﹤0.01% | 238 |
|
|
2023
Q3 | $211K | Buy |
+3,960
| New | +$211K | ﹤0.01% | 273 |
|
|
2022
Q4 | – | Sell |
-7,254
| Closed | -$313K | – | 310 |
|
|
2022
Q3 | $313K | Sell |
7,254
-1,125
| -13% | -$48.5K | ﹤0.01% | 237 |
|
|
2022
Q2 | $339K | Buy |
+8,379
| New | +$339K | ﹤0.01% | 237 |
|
|
2021
Q4 | – | Sell |
-6,732
| Closed | -$312K | – | 312 |
|
|
2021
Q3 | $312K | Sell |
6,732
-2,547
| -27% | -$118K | ﹤0.01% | 210 |
|
|
2021
Q2 | $436K | Sell |
9,279
-2,004
| -18% | -$94.2K | ﹤0.01% | 150 |
|
|
2021
Q1 | $513K | Sell |
11,283
-1,065
| -9% | -$48.4K | ﹤0.01% | 158 |
|
|
2020
Q4 | $596K | Sell |
12,348
-2,190
| -15% | -$106K | ﹤0.01% | 150 |
|
|
2020
Q3 | $678K | Buy |
14,538
+8,838
| +155% | +$412K | ﹤0.01% | 138 |
|
|
2020
Q2 | $228K | Buy |
+5,700
| New | +$228K | ﹤0.01% | 184 |
|
|
2018
Q4 | – | Sell |
-318
| Closed | -$10K | – | 180 |
|
|
2018
Q3 | $10K | Buy |
318
+6
| +2% | +$189 | ﹤0.01% | 94 |
|
|
2018
Q2 | $9K | Buy |
312
+153
| +96% | +$4.41K | ﹤0.01% | 93 |
|
|
2018
Q1 | $5K | Buy |
+159
| New | +$5K | ﹤0.01% | 111 |
|
|
2017
Q4 | – | Sell |
-1,830
| Closed | -$48K | – | 235 |
|
|
2017
Q3 | $48K | Buy |
+1,830
| New | +$48K | ﹤0.01% | 86 |
|