Guardian Wealth Advisors (North Carolina)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
61,428
+3,824
| +7% | +$374K | 0.42% | 44 |
|
|
2025
Q1 | $5.06M | Buy |
57,604
+576
| +1% | +$50.6K | 0.4% | 44 |
|
|
2024
Q4 | $5.15M | Buy |
57,028
+4,454
| +8% | +$402K | 0.41% | 43 |
|
|
2024
Q3 | $4.25M | Buy |
52,574
+933
| +2% | +$75.3K | 0.45% | 35 |
|
|
2024
Q2 | $3.5M | Buy |
51,641
+2,091
| +4% | +$142K | 0.41% | 38 |
|
|
2024
Q1 | $2.98M | Buy |
49,550
+2,342
| +5% | +$141K | 0.36% | 39 |
|
|
2023
Q4 | $2.48M | Buy |
47,208
+3,207
| +7% | +$169K | 0.38% | 43 |
|
|
2023
Q3 | $2.35M | Buy |
44,001
+15,069
| +52% | +$803K | 0.4% | 38 |
|
|
2023
Q2 | $1.52M | Buy |
28,932
+285
| +1% | +$14.9K | 0.26% | 53 |
|
|
2023
Q1 | $1.41M | Buy |
28,647
+867
| +3% | +$42.8K | 0.25% | 54 |
|
|
2022
Q4 | $1.32M | Sell |
27,780
-270
| -1% | -$12.8K | 0.25% | 52 |
|
|
2022
Q3 | $1.21M | Buy |
28,050
+1,368
| +5% | +$59.2K | 0.23% | 52 |
|
|
2022
Q2 | $1.08M | Buy |
26,682
+9,252
| +53% | +$375K | 0.2% | 59 |
|
|
2022
Q1 | $868K | Buy |
17,430
+2,346
| +16% | +$117K | 0.37% | 48 |
|
|
2021
Q4 | $728K | Buy |
+15,084
| New | +$728K | 0.31% | 60 |
|