Forvis Mazars Wealth 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 | $9.15M | Buy |
93,629
+3
| +0% | +$293 | 0.2% | 61 |
|
|
2025
Q1 | $8.22M | Sell |
93,626
-114,107
| -55% | -$10M | 0.2% | 64 |
|
|
2024
Q4 | $18.8M | Sell |
207,733
-510
| -0.2% | -$46.1K | 0.43% | 38 |
|
|
2024
Q3 | $16.8M | Buy |
208,243
+115,881
| +125% | +$9.36M | 0.39% | 43 |
|
|
2024
Q2 | $6.25M | Sell |
92,362
-3,887
| -4% | -$263K | 0.16% | 78 |
|
|
2024
Q1 | $5.79M | Buy |
96,249
+2,055
| +2% | +$124K | 0.15% | 81 |
|
|
2023
Q4 | $4.95M | Sell |
94,194
-4,176
| -4% | -$219K | 0.14% | 84 |
|
|
2023
Q3 | $5.24M | Sell |
98,370
-127,113
| -56% | -$6.78M | 0.16% | 80 |
|
|
2023
Q2 | $11.8M | Buy |
225,483
+6,651
| +3% | +$348K | 0.35% | 50 |
|
|
2023
Q1 | $10.8M | Buy |
218,832
+8,364
| +4% | +$411K | 0.35% | 50 |
|
|
2022
Q4 | $9.95M | Sell |
210,468
-513
| -0.2% | -$24.2K | 0.35% | 54 |
|
|
2022
Q3 | $9.12M | Sell |
210,981
-3,372
| -2% | -$146K | 0.37% | 47 |
|
|
2022
Q2 | $8.69M | Buy |
214,353
+12,423
| +6% | +$503K | 0.35% | 45 |
|
|
2022
Q1 | $10M | Buy |
201,930
+4,500
| +2% | +$223K | 0.42% | 29 |
|
|
2021
Q4 | $9.52M | Buy |
197,430
+2,559
| +1% | +$123K | 0.4% | 30 |
|
|
2021
Q3 | $9.05M | Buy |
194,871
+4,533
| +2% | +$211K | 0.42% | 29 |
|
|
2021
Q2 | $8.95M | Buy |
190,338
+3,450
| +2% | +$162K | 0.42% | 28 |
|
|
2021
Q1 | $8.46M | Sell |
186,888
-25,083
| -12% | -$1.14M | 0.42% | 26 |
|
|
2020
Q4 | $10.2M | Buy |
211,971
+10,794
| +5% | +$519K | 0.51% | 24 |
|
|
2020
Q3 | $9.38M | Buy |
201,177
+4,926
| +3% | +$230K | 0.55% | 25 |
|
|
2020
Q2 | $7.84M | Buy |
196,251
+98,370
| +100% | +$3.93M | 0.51% | 24 |
|
|
2020
Q1 | $3.71M | Sell |
97,881
-19,434
| -17% | -$736K | 0.3% | 44 |
|
|
2019
Q4 | $4.65M | Buy |
117,315
+222
| +0.2% | +$8.79K | 0.33% | 39 |
|
|
2019
Q3 | $4.63M | Buy |
117,093
+20,406
| +21% | +$807K | 0.37% | 34 |
|
|
2019
Q2 | $3.56M | Sell |
96,687
-1,386
| -1% | -$51K | 0.29% | 47 |
|
|
2019
Q1 | $3.19M | Buy |
98,073
+26,574
| +37% | +$864K | 0.26% | 56 |
|
|
2018
Q4 | $2.22M | Sell |
71,499
-30,636
| -30% | -$951K | 0.23% | 58 |
|
|
2018
Q3 | $3.2M | Buy |
102,135
+19,743
| +24% | +$618K | 0.28% | 46 |
|
|
2018
Q2 | $2.35M | Sell |
82,392
-14,370
| -15% | -$410K | 0.23% | 62 |
|
|
2018
Q1 | $2.87M | Buy |
96,762
+23,928
| +33% | +$709K | 0.29% | 46 |
|
|
2017
Q4 | $2.4M | Sell |
72,834
-540
| -0.7% | -$17.8K | 0.24% | 59 |
|
|
2017
Q3 | $1.91M | Sell |
73,374
-27,975
| -28% | -$729K | 0.21% | 68 |
|
|
2017
Q2 | $2.56M | Buy |
101,349
+28,263
| +39% | +$713K | 0.29% | 50 |
|
|
2017
Q1 | $1.76M | Buy |
73,086
+114
| +0.2% | +$2.74K | 0.21% | 62 |
|
|
2016
Q4 | $1.68M | Buy |
72,972
+3,624
| +5% | +$83.5K | 0.22% | 62 |
|
|
2016
Q3 | $1.67M | Sell |
69,348
-34,422
| -33% | -$827K | 0.23% | 53 |
|
|
2016
Q2 | $2.53M | Buy |
103,770
+20,970
| +25% | +$510K | 0.38% | 41 |
|
|
2016
Q1 | $1.89M | Sell |
82,800
-12,984
| -14% | -$296K | 0.3% | 42 |
|
|
2015
Q4 | $1.96M | Sell |
95,784
-924
| -1% | -$18.9K | 0.29% | 43 |
|
|
2015
Q3 | $2.09M | Buy |
96,708
+1,038
| +1% | +$22.4K | 0.37% | 36 |
|
|
2015
Q2 | $2.26M | Buy |
95,670
+7,551
| +9% | +$179K | 0.34% | 41 |
|
|
2015
Q1 | $2.42M | Buy |
88,119
+8,289
| +10% | +$227K | 0.35% | 39 |
|
|
2014
Q4 | $2.29M | Sell |
79,830
-123
| -0.2% | -$3.52K | 0.37% | 41 |
|
|
2014
Q3 | $2.04M | Sell |
79,953
-25,797
| -24% | -$658K | 0.35% | 43 |
|
|
2014
Q2 | $2.65M | Buy |
105,750
+6,825
| +7% | +$171K | 0.45% | 36 |
|
|
2014
Q1 | $2.52M | Buy |
98,925
+558
| +0.6% | +$14.2K | 0.45% | 40 |
|
|
2013
Q4 | $2.58M | Sell |
98,367
-609
| -0.6% | -$16K | 0.48% | 36 |
|
|
2013
Q3 | $2.44M | Buy |
98,976
+8,169
| +9% | +$201K | 0.5% | 38 |
|
|
2013
Q2 | $2.26M | Buy |
+90,807
| New | +$2.26M | 1.79% | 18 |
|