HCA
Heck Capital Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
12,677
+3,695
| +41% | +$361K | 0.11% | 94 |
|
|
2025
Q1 | $789K | Buy |
8,982
+2,114
| +31% | +$186K | 0.09% | 92 |
|
|
2024
Q4 | $621K | Sell |
6,868
-20
| -0.3% | -$1.81K | 0.07% | 101 |
|
|
2024
Q3 | $556K | Sell |
6,888
-5,308
| -44% | -$429K | 0.06% | 102 |
|
|
2024
Q2 | $826K | Sell |
12,196
-9
| -0.1% | -$609 | 0.1% | 87 |
|
|
2024
Q1 | $734K | Buy |
12,205
+8,180
| +203% | +$492K | 0.11% | 86 |
|
|
2023
Q4 | $635K | Sell |
4,025
-369
| -8% | -$58.2K | 0.1% | 88 |
|
|
2023
Q3 | $703K | Sell |
4,394
-53
| -1% | -$8.48K | 0.13% | 83 |
|
|
2023
Q2 | $699K | Sell |
4,447
-99
| -2% | -$15.6K | 0.12% | 79 |
|
|
2023
Q1 | $670K | Buy |
4,546
+164
| +4% | +$24.2K | 0.13% | 71 |
|
|
2022
Q4 | $621K | Buy |
4,382
+66
| +2% | +$9.36K | 0.12% | 77 |
|
|
2022
Q3 | $560K | Buy |
4,316
+76
| +2% | +$9.86K | 0.12% | 82 |
|
|
2022
Q2 | $515K | Sell |
4,240
-520
| -11% | -$63.2K | 0.1% | 83 |
|
|
2022
Q1 | $709K | Buy |
4,760
+1,156
| +32% | +$172K | 0.13% | 77 |
|
|
2021
Q4 | $521K | Sell |
3,604
-266
| -7% | -$38.5K | 0.09% | 85 |
|
|
2021
Q3 | $539K | Sell |
3,870
-62
| -2% | -$8.64K | 0.11% | 83 |
|
|
2021
Q2 | $554K | Buy |
3,932
+54
| +1% | +$7.62K | 0.11% | 83 |
|
|
2021
Q1 | $527K | Sell |
3,878
-101
| -3% | -$13.7K | 0.12% | 81 |
|
|
2020
Q4 | $574K | Buy |
3,979
+1
| +0% | +$144 | 0.14% | 66 |
|
|
2020
Q3 | $557K | Buy |
3,978
+314
| +9% | +$43.9K | 0.16% | 57 |
|
|
2020
Q2 | $439K | Buy |
3,664
+1,915
| +109% | +$229K | 0.09% | 57 |
|
|
2020
Q1 | $199K | Sell |
1,749
-56
| -3% | -$6.36K | 0.06% | 74 |
|
|
2019
Q4 | $215K | Buy |
1,805
+62
| +4% | +$7.37K | 0.05% | 87 |
|
|
2019
Q3 | $207K | Buy |
1,743
+69
| +4% | +$8.19K | 0.06% | 83 |
|
|
2019
Q2 | $185K | Buy |
1,674
+56
| +3% | +$6.19K | 0.05% | 83 |
|
|
2019
Q1 | $158K | Buy |
1,618
+58
| +4% | +$5.66K | 0.05% | 80 |
|
|
2018
Q4 | $145K | Sell |
1,560
-26
| -2% | -$2.42K | 0.05% | 84 |
|
|
2018
Q3 | $149K | Sell |
1,586
-95
| -6% | -$8.92K | 0.05% | 82 |
|
|
2018
Q2 | $144K | Buy |
+1,681
| New | +$144K | 0.05% | 84 |
|