HighTower Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274M | Buy |
2,800,348
+4,975
| +0.2% | +$486K | 0.34% | 57 |
|
|
2025
Q1 | $245M | Sell |
2,795,373
-388,647
| -12% | -$34.1M | 0.33% | 59 |
|
|
2024
Q4 | $288M | Sell |
3,184,020
-28,093
| -0.9% | -$2.54M | 0.39% | 44 |
|
|
2024
Q3 | $259M | Sell |
3,212,113
-12,653
| -0.4% | -$1.02M | 0.37% | 48 |
|
|
2024
Q2 | $218M | Buy |
3,224,766
+32,305
| +1% | +$2.19M | 0.34% | 52 |
|
|
2024
Q1 | $192M | Buy |
3,192,461
+1,934,273
| +154% | +$116M | 0.31% | 64 |
|
|
2023
Q4 | $198M | Buy |
1,258,188
+12,090
| +1% | +$1.91M | 0.33% | 59 |
|
|
2023
Q3 | $199M | Buy |
1,246,098
+72,229
| +6% | +$11.5M | 0.37% | 45 |
|
|
2023
Q2 | $185M | Buy |
1,173,869
+24,004
| +2% | +$3.77M | 0.36% | 51 |
|
|
2023
Q1 | $169M | Sell |
1,149,865
-3,833
| -0.3% | -$565K | 0.37% | 48 |
|
|
2022
Q4 | $164M | Buy |
1,153,698
+136,001
| +13% | +$19.3M | 0.37% | 48 |
|
|
2022
Q3 | $132M | Buy |
1,017,697
+36,894
| +4% | +$4.78M | 0.35% | 54 |
|
|
2022
Q2 | $119M | Sell |
980,803
-260,664
| -21% | -$31.6M | 0.31% | 67 |
|
|
2022
Q1 | $184M | Buy |
1,241,467
+15,016
| +1% | +$2.23M | 0.41% | 43 |
|
|
2021
Q4 | $177M | Buy |
1,226,451
+146,937
| +14% | +$21.2M | 0.39% | 48 |
|
|
2021
Q3 | $151M | Buy |
1,079,514
+32,432
| +3% | +$4.52M | 0.4% | 45 |
|
|
2021
Q2 | $148M | Buy |
1,047,082
+46,435
| +5% | +$6.55M | 0.43% | 40 |
|
|
2021
Q1 | $136M | Buy |
+1,000,647
| New | +$136M | 0.43% | 42 |
|
|
2020
Q4 | – | Sell |
-662,947
| Closed | -$92.8M | – | 2640 |
|
|
2020
Q3 | $92.8M | Buy |
662,947
+42,586
| +7% | +$5.96M | 0.45% | 43 |
|
|
2020
Q2 | $74.3M | Buy |
620,361
+7,662
| +1% | +$918K | 0.41% | 46 |
|
|
2020
Q1 | $69.6M | Sell |
612,699
-15,303
| -2% | -$1.74M | 0.45% | 43 |
|
|
2019
Q4 | $74.7M | Buy |
628,002
+23,073
| +4% | +$2.74M | 0.44% | 47 |
|
|
2019
Q3 | $71.8M | Sell |
604,929
-28,536
| -5% | -$3.39M | 0.39% | 51 |
|
|
2019
Q2 | $70M | Sell |
633,465
-49,836
| -7% | -$5.51M | 0.42% | 47 |
|
|
2019
Q1 | $66.6M | Sell |
683,301
-26,382
| -4% | -$2.57M | 0.45% | 42 |
|
|
2018
Q4 | $66.1M | Buy |
709,683
+110,660
| +18% | +$10.3M | 0.51% | 33 |
|
|
2018
Q3 | $56.3M | Sell |
599,023
-743
| -0.1% | -$69.8K | 0.41% | 45 |
|
|
2018
Q2 | $51.4M | Buy |
599,766
+3,932
| +0.7% | +$337K | 0.4% | 40 |
|
|
2018
Q1 | $53M | Buy |
595,834
+17,529
| +3% | +$1.56M | 0.44% | 41 |
|
|
2017
Q4 | $57.1M | Buy |
578,305
+10,050
| +2% | +$992K | 0.47% | 38 |
|
|
2017
Q3 | $44.5M | Buy |
568,255
+44,465
| +8% | +$3.48M | 0.38% | 49 |
|
|
2017
Q2 | $39.7M | Buy |
523,790
+69,967
| +15% | +$5.3M | 0.35% | 51 |
|
|
2017
Q1 | $32.7M | Sell |
453,823
-43,401
| -9% | -$3.13M | 0.31% | 65 |
|
|
2016
Q4 | $34.4M | Buy |
497,224
+3,568
| +0.7% | +$247K | 0.37% | 48 |
|
|
2016
Q3 | $35.6M | Sell |
493,656
-29,763
| -6% | -$2.15M | 0.41% | 45 |
|
|
2016
Q2 | $38.2M | Sell |
523,419
-8,232
| -2% | -$601K | 0.48% | 34 |
|
|
2016
Q1 | $36.4M | Buy |
531,651
+13,862
| +3% | +$950K | 0.12% | 42 |
|
|
2015
Q4 | $31.7M | Buy |
517,789
+122,485
| +31% | +$7.51M | 0.38% | 48 |
|
|
2015
Q3 | $25.6M | Buy |
395,304
+99,856
| +34% | +$6.47M | 0.34% | 58 |
|
|
2015
Q2 | $21M | Buy |
295,448
+26,782
| +10% | +$1.91M | 0.34% | 62 |
|
|
2015
Q1 | $22.1M | Sell |
268,666
-6,609
| -2% | -$544K | 0.33% | 60 |
|
|
2014
Q4 | $23.6M | Buy |
275,275
+13,647
| +5% | +$1.17M | 0.36% | 56 |
|
|
2014
Q3 | $20M | Buy |
261,628
+15,852
| +6% | +$1.21M | 0.34% | 61 |
|
|
2014
Q2 | $18.5M | Buy |
245,776
+49,498
| +25% | +$3.72M | 0.32% | 61 |
|
|
2014
Q1 | $15M | Sell |
196,278
-41,587
| -17% | -$3.17M | 0.29% | 69 |
|
|
2013
Q4 | $18.7M | Buy |
237,865
+53,724
| +29% | +$4.23M | 0.38% | 51 |
|
|
2013
Q3 | $13.6M | Sell |
184,141
-162,827
| -47% | -$12M | 0.34% | 58 |
|
|
2013
Q2 | $25.8M | Buy |
+346,968
| New | +$25.8M | 0.7% | 26 |
|