Hudson Valley Investment 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 | $3.74M | Sell |
38,227
-735
| -2% | -$71.9K | 0.41% | 69 |
|
|
2025
Q1 | $3.42M | Sell |
38,962
-138
| -0.4% | -$12.1K | 0.41% | 66 |
|
|
2024
Q4 | $3.53M | Sell |
39,100
-1,409
| -3% | -$127K | 0.4% | 63 |
|
|
2024
Q3 | $3.27M | Buy |
40,509
+25,284
| +166% | +$2.04M | 0.36% | 68 |
|
|
2024
Q2 | $2.41M | Sell |
15,225
-28,768
| -65% | -$4.55M | 0.31% | 74 |
|
|
2024
Q1 | $2.65M | Sell |
43,993
-1,682
| -4% | -$101K | 0.32% | 72 |
|
|
2023
Q4 | $2.41M | Sell |
45,675
-2,544
| -5% | -$134K | 0.33% | 74 |
|
|
2023
Q3 | $2.57M | Sell |
48,219
-3,675
| -7% | -$196K | 0.36% | 74 |
|
|
2023
Q2 | $2.72M | Sell |
51,894
-64,518
| -55% | -$3.38M | 0.37% | 73 |
|
|
2023
Q1 | $5.61M | Buy |
116,412
+56,994
| +96% | +$2.75M | 0.78% | 38 |
|
|
2022
Q4 | $2.81M | Sell |
59,418
-2,835
| -5% | -$134K | 0.42% | 70 |
|
|
2022
Q3 | $2.69M | Sell |
62,253
-2,172
| -3% | -$93.9K | 0.43% | 67 |
|
|
2022
Q2 | $2.61M | Sell |
64,425
-2,703
| -4% | -$110K | 0.41% | 69 |
|
|
2022
Q1 | $3.33M | Sell |
67,128
-660
| -1% | -$32.8K | 0.45% | 65 |
|
|
2021
Q4 | $3.27M | Sell |
67,788
-2,256
| -3% | -$109K | 0.51% | 51 |
|
|
2021
Q3 | $3.25M | Sell |
70,044
-8,505
| -11% | -$395K | 0.56% | 50 |
|
|
2021
Q2 | $3.69M | Sell |
78,549
-8,400
| -10% | -$395K | 0.64% | 47 |
|
|
2021
Q1 | $3.94M | Buy |
86,949
+1,392
| +2% | +$63K | 0.7% | 45 |
|
|
2020
Q4 | $4.11M | Buy |
85,557
+2,145
| +3% | +$103K | 0.78% | 42 |
|
|
2020
Q3 | $3.89M | Sell |
83,412
-627
| -0.7% | -$29.2K | 0.84% | 39 |
|
|
2020
Q2 | $3.36M | Sell |
84,039
-1,767
| -2% | -$70.5K | 0.78% | 43 |
|
|
2020
Q1 | $3.25M | Sell |
85,806
-648
| -0.7% | -$24.5K | 0.9% | 43 |
|
|
2019
Q4 | $3.43M | Sell |
86,454
-1,365
| -2% | -$54.1K | 0.73% | 49 |
|
|
2019
Q3 | $3.47M | Sell |
87,819
-1,410
| -2% | -$55.8K | 0.8% | 47 |
|
|
2019
Q2 | $3.29M | Sell |
89,229
-4,215
| -5% | -$155K | 0.76% | 49 |
|
|
2019
Q1 | $3.04M | Sell |
93,444
-17,535
| -16% | -$570K | 0.74% | 46 |
|
|
2018
Q4 | $3.45M | Buy |
110,979
+42,180
| +61% | +$1.31M | 0.79% | 43 |
|
|
2018
Q3 | $2.15M | Sell |
68,799
-1,809
| -3% | -$56.6K | 0.5% | 58 |
|
|
2018
Q2 | $2.02M | Buy |
70,608
+6,705
| +10% | +$191K | 0.5% | 58 |
|
|
2018
Q1 | $1.9M | Sell |
63,903
-4,440
| -6% | -$132K | 0.48% | 62 |
|
|
2017
Q4 | $2.25M | Buy |
68,343
+564
| +0.8% | +$18.6K | 0.56% | 59 |
|
|
2017
Q3 | $1.77M | Buy |
67,779
+1,329
| +2% | +$34.6K | 0.46% | 63 |
|
|
2017
Q2 | $1.68M | Sell |
66,450
-1,332
| -2% | -$33.6K | 0.46% | 63 |
|
|
2017
Q1 | $1.63M | Sell |
67,782
-1,320
| -2% | -$31.7K | 0.45% | 67 |
|
|
2016
Q4 | $1.59M | Sell |
69,102
-1,560
| -2% | -$35.9K | 0.47% | 64 |
|
|
2016
Q3 | $1.7M | Buy |
70,662
+93
| +0.1% | +$2.24K | 0.53% | 57 |
|
|
2016
Q2 | $1.72M | Sell |
70,569
-162
| -0.2% | -$3.94K | 0.55% | 53 |
|
|
2016
Q1 | $1.62M | Sell |
70,731
-720
| -1% | -$16.4K | 0.52% | 51 |
|
|
2015
Q4 | $1.46M | Sell |
71,451
-61,800
| -46% | -$1.26M | 0.46% | 55 |
|
|
2015
Q3 | $2.88M | Sell |
133,251
-26,055
| -16% | -$563K | 0.93% | 34 |
|
|
2015
Q2 | $3.77M | Sell |
159,306
-12,177
| -7% | -$288K | 1.18% | 29 |
|
|
2015
Q1 | $4.7M | Buy |
171,483
+915
| +0.5% | +$25.1K | 1.59% | 21 |
|
|
2014
Q4 | $4.88M | Buy |
170,568
+2,355
| +1% | +$67.4K | 2% | 16 |
|
|
2014
Q3 | $4.29M | Buy |
168,213
+4,899
| +3% | +$125K | 1.82% | 18 |
|
|
2014
Q2 | $4.09M | Sell |
163,314
-10,311
| -6% | -$258K | 1.78% | 20 |
|
|
2014
Q1 | $4.42M | Buy |
173,625
+6,123
| +4% | +$156K | 1.89% | 19 |
|
|
2013
Q4 | $4.39M | Buy |
167,502
+24
| +0% | +$630 | 1.94% | 19 |
|
|
2013
Q3 | $4.13M | Buy |
167,478
+6,348
| +4% | +$157K | 2.01% | 17 |
|
|
2013
Q2 | $4M | Buy |
+161,130
| New | +$4M | 1.91% | 18 |
|