Kestra 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 | $66M | Sell |
675,377
-62,757
| -9% | -$6.14M | 0.32% | 48 |
|
|
2025
Q1 | $64.8M | Sell |
738,134
-11,251
| -2% | -$988K | 0.31% | 43 |
|
|
2024
Q4 | $67.9M | Sell |
749,385
-49,153
| -6% | -$4.45M | 0.37% | 42 |
|
|
2024
Q3 | $64.5M | Sell |
798,538
-19,203
| -2% | -$1.55M | 0.36% | 45 |
|
|
2024
Q2 | $51.8M | Buy |
817,741
+160,714
| +24% | +$10.2M | 0.29% | 60 |
|
|
2024
Q1 | $39.5M | Buy |
657,027
+76,434
| +13% | +$4.6M | 0.27% | 68 |
|
|
2023
Q4 | $30.5M | Buy |
580,593
+117,801
| +25% | +$6.19M | 0.25% | 75 |
|
|
2023
Q3 | $24.7M | Sell |
462,792
-71,229
| -13% | -$3.8M | 0.24% | 82 |
|
|
2023
Q2 | $28M | Buy |
534,021
+82,932
| +18% | +$4.35M | 0.28% | 69 |
|
|
2023
Q1 | $22.2M | Sell |
451,089
-128,442
| -22% | -$6.31M | 0.24% | 89 |
|
|
2022
Q4 | $27.4M | Sell |
579,531
-67,308
| -10% | -$3.18M | 0.24% | 90 |
|
|
2022
Q3 | $28M | Sell |
646,839
-172,725
| -21% | -$7.47M | 0.3% | 67 |
|
|
2022
Q2 | $33.2M | Buy |
819,564
+130,341
| +19% | +$5.28M | 0.34% | 53 |
|
|
2022
Q1 | $34.2M | Sell |
689,223
-38,709
| -5% | -$1.92M | 0.36% | 52 |
|
|
2021
Q4 | $35.1M | Buy |
727,932
+39,480
| +6% | +$1.9M | 0.36% | 59 |
|
|
2021
Q3 | $32M | Sell |
688,452
-14,472
| -2% | -$672K | 0.32% | 64 |
|
|
2021
Q2 | $33M | Buy |
702,924
+29,253
| +4% | +$1.38M | 0.38% | 47 |
|
|
2021
Q1 | $30.5M | Sell |
673,671
-7,197
| -1% | -$326K | 0.39% | 45 |
|
|
2020
Q4 | $32.7M | Buy |
680,868
+81,183
| +14% | +$3.9M | 0.38% | 49 |
|
|
2020
Q3 | $28M | Buy |
+599,685
| New | +$28M | 0.52% | 31 |
|