Krilogy Financial’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.93M Buy
60,602
+1,527
+3% +$149K 0.34% 62
2025
Q1
$5.19M Sell
59,075
-7,956
-12% -$698K 0.34% 60
2024
Q4
$6.06M Buy
67,031
+15,190
+29% +$1.37M 0.4% 56
2024
Q3
$4.19M Buy
51,841
+1,989
+4% +$161K 0.29% 79
2024
Q2
$3.38M Sell
49,852
-19,849
-28% -$1.34M 0.25% 93
2024
Q1
$4.19M Buy
69,701
+35,978
+107% +$2.16M 0.32% 68
2023
Q4
$1.77M Buy
33,723
+1,332
+4% +$70K 0.15% 116
2023
Q3
$1.73M Buy
32,391
+1,023
+3% +$54.5K 0.16% 120
2023
Q2
$1.64M Sell
31,368
-11,400
-27% -$597K 0.15% 121
2023
Q1
$2.1M Sell
42,768
-3,027
-7% -$149K 0.18% 106
2022
Q4
$2.16M Buy
45,795
+21,270
+87% +$1.01M 0.21% 87
2022
Q3
$1.06M Sell
24,525
-624
-2% -$27K 0.13% 114
2022
Q2
$1.02M Sell
25,149
-147
-0.6% -$5.96K 0.12% 121
2022
Q1
$1.26M Sell
25,296
-11,463
-31% -$569K 0.13% 112
2021
Q4
$1.77M Sell
36,759
-1,338
-4% -$64.5K 0.18% 84
2021
Q3
$1.77M Buy
38,097
+195
+0.5% +$9.06K 0.18% 82
2021
Q2
$1.78M Sell
37,902
-2,121
-5% -$99.7K 0.18% 80
2021
Q1
$1.81M Buy
40,023
+1,083
+3% +$49K 0.19% 74
2020
Q4
$1.87M Buy
38,940
+1,656
+4% +$79.6K 0.22% 71
2020
Q3
$1.74M Buy
37,284
+681
+2% +$31.8K 0.24% 66
2020
Q2
$1.46M Buy
36,603
+29,643
+426% +$1.18M 0.22% 65
2020
Q1
$264K Buy
6,960
+267
+4% +$10.1K 0.05% 161
2019
Q4
$265K Sell
6,693
-1,056
-14% -$41.8K 0.04% 173
2019
Q3
$307K Sell
7,749
-375
-5% -$14.9K 0.06% 144
2019
Q2
$299K Buy
8,124
+1,095
+16% +$40.3K 0.06% 140
2019
Q1
$229K Hold
7,029
0.05% 159
2018
Q4
$218K Sell
7,029
-5,592
-44% -$173K 0.06% 119
2018
Q3
$395K Buy
12,621
+405
+3% +$12.7K 0.09% 94
2018
Q2
$349K Sell
12,216
-2,958
-19% -$84.5K 0.09% 99
2018
Q1
$450K Sell
15,174
-21
-0.1% -$623 0.11% 85
2017
Q4
$500K Sell
15,195
-1,581
-9% -$52K 0.12% 79
2017
Q3
$437K Buy
16,776
+1,218
+8% +$31.7K 0.11% 88
2017
Q2
$393K Buy
15,558
+759
+5% +$19.2K 0.11% 86
2017
Q1
$341K Hold
14,799
0.11% 87
2016
Q4
$341K Sell
14,799
-2,175
-13% -$50.1K 0.11% 87
2016
Q3
$408K Sell
16,974
-3,387
-17% -$81.4K 0.13% 78
2016
Q2
$496K Buy
20,361
+5,505
+37% +$134K 0.17% 70
2016
Q1
$339K Sell
14,856
-1,266
-8% -$28.9K 0.14% 76
2015
Q4
$329K Buy
16,122
+966
+6% +$19.7K 0.31% 43
2015
Q3
$328K Buy
+15,156
New +$328K 0.16% 65