J.W. Coons 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 | $5.04M | Buy |
51,583
+190
| +0.4% | +$18.6K | 1.14% | 20 |
|
|
2025
Q1 | $4.51M | Buy |
51,393
+900
| +2% | +$79K | 1.19% | 21 |
|
|
2024
Q4 | $4.56M | Hold |
50,493
| – | – | 1.17% | 18 |
|
|
2024
Q3 | $4.08M | Sell |
50,493
-800
| -2% | -$64.6K | 1.02% | 27 |
|
|
2024
Q2 | $3.47M | Hold |
51,293
| – | – | 0.84% | 29 |
|
|
2024
Q1 | $3.09M | Sell |
51,293
-700
| -1% | -$42.1K | 0.7% | 33 |
|
|
2023
Q4 | $2.73M | Sell |
51,993
-300
| -0.6% | -$15.8K | 0.74% | 35 |
|
|
2023
Q3 | $2.79M | Sell |
52,293
-1,500
| -3% | -$80K | 0.8% | 31 |
|
|
2023
Q2 | $2.82M | Hold |
53,793
| – | – | 0.77% | 33 |
|
|
2023
Q1 | $2.64M | Hold |
53,793
| – | – | 0.76% | 36 |
|
|
2022
Q4 | $2.54M | Buy |
53,793
+1,050
| +2% | +$49.6K | 0.76% | 37 |
|
|
2022
Q3 | $2.28M | Buy |
52,743
+1,500
| +3% | +$64.8K | 0.86% | 34 |
|
|
2022
Q2 | $2.07M | Hold |
51,243
| – | – | 0.73% | 40 |
|
|
2022
Q1 | $2.54M | Buy |
51,243
+2,700
| +6% | +$134K | 0.76% | 40 |
|
|
2021
Q4 | $2.34M | Sell |
48,543
-831
| -2% | -$40K | 0.71% | 39 |
|
|
2021
Q3 | $2.3M | Sell |
49,374
-600
| -1% | -$28K | 0.79% | 37 |
|
|
2021
Q2 | $2.35M | Sell |
49,974
-3,075
| -6% | -$144K | 0.83% | 37 |
|
|
2021
Q1 | $2.4M | Sell |
53,049
-3,165
| -6% | -$143K | 0.86% | 32 |
|
|
2020
Q4 | $2.7M | Sell |
56,214
-15,072
| -21% | -$723K | 1.03% | 24 |
|
|
2020
Q3 | $3.33M | Sell |
71,286
-1,461
| -2% | -$68.2K | 1.38% | 13 |
|
|
2020
Q2 | $2.91M | Buy |
72,747
+1,620
| +2% | +$64.8K | 1.29% | 15 |
|
|
2020
Q1 | $2.69M | Buy |
+71,127
| New | +$2.69M | 1.41% | 12 |
|