HBW Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $443K | Buy |
4,530
+923
| +26% | +$90.2K | 0.05% | 256 |
|
2025
Q1 | $317K | Buy |
3,607
+42
| +1% | +$3.69K | 0.05% | 279 |
|
2024
Q4 | $322K | Sell |
3,565
-370
| -9% | -$33.4K | 0.03% | 267 |
|
2024
Q3 | $318K | Sell |
3,935
-889
| -18% | -$71.8K | 0.05% | 267 |
|
2024
Q2 | $327K | Buy |
4,824
+3,291
| +215% | +$223K | 0.05% | 246 |
|
2024
Q1 | $242K | Sell |
1,533
-3,066
| -67% | -$484K | 0.05% | 263 |
|
2023
Q4 | $242K | Sell |
4,599
-108
| -2% | -$5.68K | 0.05% | 263 |
|
2023
Q3 | $251K | Sell |
4,707
-1,287
| -21% | -$68.6K | 0.05% | 235 |
|
2023
Q2 | $314K | Buy |
5,994
+537
| +10% | +$28.1K | 0.07% | 222 |
|
2023
Q1 | $268K | Buy |
5,457
+630
| +13% | +$30.9K | 0.07% | 216 |
|
2022
Q4 | $228K | Sell |
4,827
-1,701
| -26% | -$80.3K | 0.06% | 229 |
|
2022
Q3 | $282K | Sell |
6,528
-5,598
| -46% | -$242K | 0.08% | 183 |
|
2022
Q2 | $249K | Buy |
12,126
+624
| +5% | +$12.8K | 0.06% | 194 |
|
2022
Q1 | $571K | Sell |
11,502
-1,137
| -9% | -$56.4K | 0.2% | 122 |
|
2021
Q4 | $610K | Sell |
12,639
-960
| -7% | -$46.3K | 0.14% | 139 |
|
2021
Q3 | $632K | Sell |
13,599
-1,635
| -11% | -$76K | 0.16% | 131 |
|
2021
Q2 | $716K | Sell |
15,234
-234
| -2% | -$11K | 0.19% | 123 |
|
2021
Q1 | $700K | Sell |
15,468
-477
| -3% | -$21.6K | 0.19% | 120 |
|
2020
Q4 | $766K | Buy |
15,945
+3,426
| +27% | +$165K | 0.23% | 94 |
|
2020
Q3 | $584K | Buy |
12,519
+1,653
| +15% | +$77.1K | 0.24% | 102 |
|
2020
Q2 | $434K | Buy |
+10,866
| New | +$434K | 0.2% | 117 |
|
2020
Q1 | – | Sell |
-5,376
| Closed | -$208K | – | 150 |
|
2019
Q4 | $208K | Buy |
+5,376
| New | +$208K | 0.12% | 134 |
|