Heritage 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 | $48.3M | Sell |
493,542
-7,569
| -2% | -$740K | 2.29% | 15 |
|
|
2025
Q1 | $44M | Buy |
501,111
+528
| +0.1% | +$46.4K | 2.23% | 18 |
|
|
2024
Q4 | $45.2M | Sell |
500,583
-50,838
| -9% | -$4.59M | 2.24% | 17 |
|
|
2024
Q3 | $44.5M | Sell |
551,421
-8,389
| -1% | -$677K | 2.09% | 21 |
|
|
2024
Q2 | $37.9M | Buy |
559,810
+11,062
| +2% | +$749K | 1.71% | 23 |
|
|
2024
Q1 | $33M | Buy |
548,748
+9,594
| +2% | +$577K | 1.51% | 27 |
|
|
2023
Q4 | $28.3M | Buy |
539,154
+603
| +0.1% | +$31.7K | 1.41% | 27 |
|
|
2023
Q3 | $28.7M | Sell |
538,551
-25,332
| -4% | -$1.35M | 1.57% | 24 |
|
|
2023
Q2 | $29.5M | Buy |
563,883
+5,181
| +0.9% | +$271K | 1.56% | 23 |
|
|
2023
Q1 | $27.5M | Buy |
558,702
+31,614
| +6% | +$1.55M | 1.53% | 23 |
|
|
2022
Q4 | $24.9M | Buy |
527,088
+16,044
| +3% | +$758K | 1.44% | 25 |
|
|
2022
Q3 | $22.1M | Buy |
511,044
+37,878
| +8% | +$1.64M | 1.6% | 24 |
|
|
2022
Q2 | $19.2M | Buy |
473,166
+83,193
| +21% | +$3.37M | 1.33% | 28 |
|
|
2022
Q1 | $19.4M | Buy |
389,973
+30,222
| +8% | +$1.5M | 1.07% | 24 |
|
|
2021
Q4 | $17.4M | Buy |
359,751
+26,271
| +8% | +$1.27M | 0.95% | 24 |
|
|
2021
Q3 | $15.5M | Buy |
333,480
+16,800
| +5% | +$781K | 0.95% | 25 |
|
|
2021
Q2 | $14.9M | Buy |
316,680
+44,337
| +16% | +$2.08M | 0.92% | 25 |
|
|
2021
Q1 | $12.3M | Buy |
272,343
+58,149
| +27% | +$2.63M | 0.74% | 27 |
|
|
2020
Q4 | $10.3M | Sell |
214,194
-1,314
| -0.6% | -$63.1K | 0.64% | 30 |
|
|
2020
Q3 | $10.1M | Buy |
215,508
+27
| +0% | +$1.26K | 1.3% | 20 |
|
|
2020
Q2 | $8.6M | Buy |
215,481
+41,838
| +24% | +$1.67M | 1.2% | 23 |
|
|
2020
Q1 | $6.58M | Buy |
173,643
+42,852
| +33% | +$1.62M | 1.18% | 15 |
|
|
2019
Q4 | $5.18M | Buy |
130,791
+13,491
| +12% | +$534K | 0.68% | 21 |
|
|
2019
Q3 | $4.64M | Buy |
117,300
+12,378
| +12% | +$490K | 0.68% | 22 |
|
|
2019
Q2 | $3.86M | Sell |
104,922
-114
| -0.1% | -$4.2K | 0.59% | 25 |
|
|
2019
Q1 | $3.41M | Buy |
105,036
+16,068
| +18% | +$522K | 0.56% | 24 |
|
|
2018
Q4 | $2.76M | Buy |
88,968
+5,175
| +6% | +$161K | 0.54% | 26 |
|
|
2018
Q3 | $2.62M | Buy |
83,793
+9,312
| +13% | +$291K | 0.51% | 26 |
|
|
2018
Q2 | $2.13M | Buy |
74,481
+2,907
| +4% | +$83.1K | 0.8% | 22 |
|
|
2018
Q1 | $2.12M | Buy |
71,574
+7,473
| +12% | +$221K | 0.88% | 22 |
|
|
2017
Q4 | $2.12M | Buy |
64,101
+3,216
| +5% | +$106K | 0.91% | 19 |
|
|
2017
Q3 | $1.59M | Buy |
60,885
+3,885
| +7% | +$101K | 0.8% | 28 |
|
|
2017
Q2 | $1.44M | Buy |
57,000
+3,426
| +6% | +$86.3K | 0.74% | 32 |
|
|
2017
Q1 | $1.29M | Buy |
53,574
+6,039
| +13% | +$145K | 0.69% | 32 |
|
|
2016
Q4 | $1.1M | Buy |
47,535
+8,976
| +23% | +$207K | 0.72% | 26 |
|
|
2016
Q3 | $925K | Buy |
38,559
+3,738
| +11% | +$89.7K | 0.64% | 26 |
|
|
2016
Q2 | $847K | Buy |
34,821
+5,571
| +19% | +$136K | 0.57% | 28 |
|
|
2016
Q1 | $669K | Buy |
29,250
+3,450
| +13% | +$78.9K | 0.52% | 27 |
|
|
2015
Q4 | $527K | Buy |
25,800
+2,394
| +10% | +$48.9K | 0.44% | 32 |
|
|
2015
Q3 | $504K | Buy |
23,406
+1,311
| +6% | +$28.2K | 0.43% | 31 |
|
|
2015
Q2 | $522K | Buy |
22,095
+300
| +1% | +$7.09K | 0.43% | 40 |
|
|
2015
Q1 | $596K | Buy |
21,795
+1,215
| +6% | +$33.2K | 0.49% | 38 |
|
|
2014
Q4 | $590K | Buy |
20,580
+600
| +3% | +$17.2K | 0.53% | 36 |
|
|
2014
Q3 | $510K | Sell |
19,980
-600
| -3% | -$15.3K | 0.53% | 38 |
|
|
2014
Q2 | $516K | Hold |
20,580
| – | – | 0.55% | 36 |
|
|
2014
Q1 | $524K | Hold |
20,580
| – | – | 0.61% | 35 |
|
|
2013
Q4 | $540K | Buy |
+20,580
| New | +$540K | 0.68% | 30 |
|