HHM 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 | $1.95M | Sell |
19,976
-131
| -0.7% | -$12.8K | 0.23% | 41 |
|
|
2025
Q1 | $1.77M | Buy |
20,107
+1,647
| +9% | +$145K | 0.24% | 44 |
|
|
2024
Q4 | $1.67M | Buy |
18,460
+5,119
| +38% | +$462K | 0.23% | 47 |
|
|
2024
Q3 | $1.08M | Sell |
13,341
-447
| -3% | -$36.1K | 0.15% | 61 |
|
|
2024
Q2 | $934K | Buy |
13,788
+5,948
| +76% | +$403K | 0.14% | 63 |
|
|
2024
Q1 | $472K | Sell |
7,840
-5
| -0.1% | -$301 | 0.08% | 81 |
|
|
2023
Q4 | $412K | Buy |
7,845
+1,290
| +20% | +$67.8K | 0.07% | 80 |
|
|
2023
Q3 | $349K | Buy |
6,555
+1,440
| +28% | +$76.8K | 0.07% | 85 |
|
|
2023
Q2 | $268K | Sell |
5,115
-246
| -5% | -$12.9K | 0.05% | 113 |
|
|
2023
Q1 | $264K | Buy |
5,361
+1,017
| +23% | +$50K | 0.05% | 110 |
|
|
2022
Q4 | $205K | Sell |
4,344
-18
| -0.4% | -$851 | 0.05% | 117 |
|
|
2022
Q3 | $189K | Sell |
4,362
-2,178
| -33% | -$94.4K | 0.05% | 111 |
|
|
2022
Q2 | $265K | Buy |
6,540
+2,256
| +53% | +$91.4K | 0.07% | 109 |
|
|
2022
Q1 | $213K | Sell |
4,284
-621
| -13% | -$30.9K | 0.05% | 141 |
|
|
2021
Q4 | $237K | Buy |
4,905
+726
| +17% | +$35.1K | 0.06% | 126 |
|
|
2021
Q3 | $194K | Hold |
4,179
| – | – | 0.05% | 128 |
|
|
2021
Q2 | $196K | Buy |
4,179
+96
| +2% | +$4.5K | 0.05% | 131 |
|
|
2021
Q1 | $185K | Buy |
4,083
+240
| +6% | +$10.9K | 0.06% | 119 |
|
|
2020
Q4 | $185K | Hold |
3,843
| – | – | 0.06% | 110 |
|
|
2020
Q3 | $179K | Sell |
3,843
-30
| -0.8% | -$1.4K | 0.07% | 98 |
|
|
2020
Q2 | $155K | Buy |
3,873
+195
| +5% | +$7.8K | 0.06% | 98 |
|
|
2020
Q1 | $139K | Buy |
+3,678
| New | +$139K | 0.07% | 97 |
|