Financial Sense 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 | $367K | Sell |
3,757
-296
| -7% | -$28.9K | 0.09% | 100 |
|
|
2025
Q1 | $356K | Sell |
4,053
-276
| -6% | -$24.2K | 0.1% | 86 |
|
|
2024
Q4 | $391K | Hold |
4,329
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $350K | Buy |
4,329
+2
| +0% | +$161 | 0.09% | 89 |
|
|
2024
Q2 | $293K | Buy |
4,327
+5
| +0.1% | +$339 | 0.09% | 93 |
|
|
2024
Q1 | $260K | Buy |
4,322
+2
| +0% | +$120 | 0.09% | 93 |
|
|
2023
Q4 | $227K | Sell |
4,320
-150
| -3% | -$7.88K | 0.08% | 96 |
|
|
2023
Q3 | $238K | Sell |
4,470
-1,482
| -25% | -$79K | 0.1% | 84 |
|
|
2023
Q2 | $312K | Buy |
5,952
+15
| +0.3% | +$786 | 0.13% | 77 |
|
|
2023
Q1 | $292K | Buy |
5,937
+222
| +4% | +$10.9K | 0.13% | 79 |
|
|
2022
Q4 | $270K | Sell |
5,715
-132
| -2% | -$6.24K | 0.11% | 84 |
|
|
2022
Q3 | $253K | Sell |
5,847
-1,902
| -25% | -$82.3K | 0.11% | 71 |
|
|
2022
Q2 | $314K | Buy |
+7,749
| New | +$314K | 0.11% | 80 |
|
|
2022
Q1 | – | Sell |
-5,379
| Closed | -$259K | – | 146 |
|
|
2021
Q4 | $259K | Hold |
5,379
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $250K | Buy |
5,379
+6
| +0.1% | +$279 | 0.08% | 93 |
|
|
2021
Q2 | $253K | Buy |
5,373
+39
| +0.7% | +$1.84K | 0.08% | 98 |
|
|
2021
Q1 | $241K | Buy |
5,334
+12
| +0.2% | +$542 | 0.08% | 99 |
|
|
2020
Q4 | $256K | Buy |
5,322
+204
| +4% | +$9.81K | 0.09% | 91 |
|
|
2020
Q3 | $239K | Sell |
5,118
-429
| -8% | -$20K | 0.1% | 82 |
|
|
2020
Q2 | $221K | Buy |
+5,547
| New | +$221K | 0.08% | 83 |
|
|
2020
Q1 | – | Sell |
-5,181
| Closed | -$205K | – | 105 |
|
|
2019
Q4 | $205K | Sell |
5,181
-150
| -3% | -$5.94K | 0.08% | 82 |
|
|
2019
Q3 | $211K | Buy |
+5,331
| New | +$211K | 0.1% | 68 |
|
|
2018
Q4 | – | Sell |
-219,087
| Closed | -$6.86M | – | 71 |
|
|
2018
Q3 | $6.86M | Buy |
+219,087
| New | +$6.86M | 2.9% | 11 |
|
|
2017
Q1 | – | Sell |
-22,182
| Closed | -$511K | – | 91 |
|
|
2016
Q4 | $511K | Sell |
22,182
-630
| -3% | -$14.5K | 0.33% | 47 |
|
|
2016
Q3 | $548K | Sell |
22,812
-1,500
| -6% | -$36K | 0.36% | 43 |
|
|
2016
Q2 | $592K | Sell |
24,312
-882
| -4% | -$21.5K | 0.33% | 48 |
|
|
2016
Q1 | $575K | Buy |
+25,194
| New | +$575K | 0.33% | 46 |
|
|
2013
Q3 | – | Sell |
-85,173
| Closed | -$2.11M | – | 159 |
|
|
2013
Q2 | $2.11M | Buy |
+85,173
| New | +$2.11M | 0.94% | 31 |
|