Herold 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 | $6.42M | Sell |
65,651
-7,247
| -10% | -$709K | 1.35% | 14 |
|
|
2025
Q1 | $6.4M | Sell |
72,898
-6,459
| -8% | -$567K | 1.41% | 14 |
|
|
2024
Q4 | $7.17M | Sell |
79,357
-2,169
| -3% | -$196K | 1.56% | 9 |
|
|
2024
Q3 | $6.58M | Sell |
81,526
-1,176
| -1% | -$95K | 1.43% | 12 |
|
|
2024
Q2 | $5.6M | Sell |
82,702
-205
| -0.2% | -$13.9K | 1.3% | 15 |
|
|
2024
Q1 | $4.99M | Buy |
82,907
+2,555
| +3% | +$154K | 1.21% | 15 |
|
|
2023
Q4 | $4.22M | Buy |
80,352
+1,197
| +2% | +$62.9K | 1.17% | 14 |
|
|
2023
Q3 | $4.22M | Buy |
79,155
+333
| +0.4% | +$17.8K | 1.28% | 13 |
|
|
2023
Q2 | $4.13M | Buy |
78,822
+1,884
| +2% | +$98.7K | 1.26% | 14 |
|
|
2023
Q1 | $3.78M | Buy |
76,938
+2,709
| +4% | +$133K | 1.31% | 13 |
|
|
2022
Q4 | $3.51M | Buy |
74,229
+6,000
| +9% | +$284K | 1.49% | 13 |
|
|
2022
Q3 | $2.95M | Buy |
68,229
+3
| +0% | +$130 | 1.42% | 10 |
|
|
2022
Q2 | $2.77M | Buy |
68,226
+1,584
| +2% | +$64.2K | 1.23% | 17 |
|
|
2022
Q1 | $3.31M | Buy |
66,642
+5,028
| +8% | +$250K | 1.18% | 12 |
|
|
2021
Q4 | $2.97M | Buy |
61,614
+1,530
| +3% | +$73.8K | 1.15% | 15 |
|
|
2021
Q3 | $2.79M | Buy |
+60,084
| New | +$2.79M | 1.09% | 13 |
|