Hummer Financial Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Hold |
6,065
| – | – | 0.45% | 50 |
|
|
2025
Q1 | $534K | Buy |
6,065
+300
| +5% | +$26.4K | 0.43% | 46 |
|
|
2024
Q4 | $522K | Sell |
5,765
-400
| -6% | -$36.2K | 0.41% | 46 |
|
|
2024
Q3 | $498K | Hold |
6,165
| – | – | 0.39% | 52 |
|
|
2024
Q2 | $417K | Hold |
6,165
| – | – | 0.36% | 56 |
|
|
2024
Q1 | $372K | Hold |
6,165
| – | – | 0.31% | 66 |
|
|
2023
Q4 | $325K | Hold |
6,165
| – | – | 0.3% | 71 |
|
|
2023
Q3 | $329K | Hold |
6,165
| – | – | 0.34% | 61 |
|
|
2023
Q2 | $323K | Hold |
6,165
| – | – | 0.32% | 68 |
|
|
2023
Q1 | $304K | Buy |
6,165
+30
| +0.5% | +$1.48K | 0.32% | 75 |
|
|
2022
Q4 | $291K | Hold |
6,135
| – | – | 0.32% | 75 |
|
|
2022
Q3 | $265K | Sell |
6,135
-30
| -0.5% | -$1.3K | 0.31% | 75 |
|
|
2022
Q2 | $250K | Hold |
6,165
| – | – | 0.28% | 80 |
|
|
2022
Q1 | $307K | Hold |
6,165
| – | – | 0.28% | 77 |
|
|
2021
Q4 | $298K | Hold |
6,165
| – | – | 0.25% | 77 |
|
|
2021
Q3 | $286K | Hold |
6,165
| – | – | 0.26% | 83 |
|
|
2021
Q2 | $290K | Hold |
6,165
| – | – | 0.27% | 82 |
|
|
2021
Q1 | $280K | Buy |
6,165
+600
| +11% | +$27.3K | 0.27% | 84 |
|
|
2020
Q4 | $268K | Hold |
5,565
| – | – | 0.28% | 80 |
|
|
2020
Q3 | $260K | Sell |
5,565
-600
| -10% | -$28K | 0.31% | 77 |
|
|
2020
Q2 | $246K | Hold |
6,165
| – | – | 0.31% | 70 |
|
|
2020
Q1 | $235K | Sell |
6,165
-1,440
| -19% | -$54.9K | 0.35% | 71 |
|
|
2019
Q4 | $303K | Buy |
+7,605
| New | +$303K | 0.33% | 77 |
|