First National Advisers’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
61,691
+302
| +0.5% | +$29.5K | 0.88% | 18 |
|
|
2025
Q1 | $5.39M | Sell |
61,389
-11,401
| -16% | -$1M | 0.86% | 20 |
|
|
2024
Q4 | $6.58M | Buy |
72,790
+1,944
| +3% | +$176K | 1.06% | 15 |
|
|
2024
Q3 | $5.72M | Sell |
70,846
-6,918
| -9% | -$559K | 0.91% | 22 |
|
|
2024
Q2 | $5.26M | Buy |
77,764
+20,929
| +37% | +$1.42M | 0.96% | 20 |
|
|
2024
Q1 | $4.25M | Sell |
56,835
-2,352
| -4% | -$176K | 0.95% | 22 |
|
|
2023
Q4 | $3.11M | Buy |
59,187
+12,984
| +28% | +$682K | 0.9% | 27 |
|
|
2023
Q3 | $2.46M | Buy |
46,203
+18,678
| +68% | +$996K | 1.1% | 17 |
|
|
2023
Q2 | $1.44M | Sell |
27,525
-870
| -3% | -$45.6K | 1.33% | 19 |
|
|
2023
Q1 | $1.4M | Buy |
28,395
+1,065
| +4% | +$52.4K | 1.58% | 14 |
|
|
2022
Q4 | $1.29M | Buy |
27,330
+2,946
| +12% | +$139K | 1.65% | 13 |
|
|
2022
Q3 | $1.05M | Buy |
24,384
+6,909
| +40% | +$299K | 1.56% | 9 |
|
|
2022
Q2 | $708K | Buy |
+17,475
| New | +$708K | 1.47% | 15 |
|