Lake Street Advisors Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.87M | Buy |
31,668
+34
| +0.1% | +$3.08K | 0.13% | 106 |
|
|
2024
Q3 | $2.55M | Buy |
31,634
+480
| +2% | +$38.8K | 0.12% | 97 |
|
|
2024
Q2 | $2.11M | Buy |
31,154
+848
| +3% | +$57.4K | 0.1% | 127 |
|
|
2024
Q1 | $1.83M | Buy |
30,306
+516
| +2% | +$31.2K | 0.09% | 150 |
|
|
2023
Q4 | $1.57M | Sell |
29,790
-1,383
| -4% | -$72.9K | 0.08% | 164 |
|
|
2023
Q3 | $1.66M | Sell |
31,173
-792
| -2% | -$42.2K | 0.1% | 130 |
|
|
2023
Q2 | $1.68M | Buy |
31,965
+585
| +2% | +$30.7K | 0.09% | 138 |
|
|
2023
Q1 | $1.54M | Sell |
31,380
-261
| -0.8% | -$12.8K | 0.1% | 133 |
|
|
2022
Q4 | $1.5M | Buy |
31,641
+753
| +2% | +$35.6K | 0.1% | 129 |
|
|
2022
Q3 | $1.34M | Buy |
+30,888
| New | +$1.34M | 0.1% | 133 |
|
|
2022
Q2 | – | Sell |
-30,546
| Closed | -$1.52M | – | 333 |
|
|
2022
Q1 | $1.52M | Buy |
+30,546
| New | +$1.52M | 0.1% | 129 |
|
|
2021
Q3 | – | Sell |
-19,095
| Closed | -$949K | – | 435 |
|
|
2021
Q2 | $949K | Buy |
19,095
+1,512
| +9% | +$75.1K | 0.07% | 115 |
|
|
2021
Q1 | $796K | Sell |
17,583
-1,065
| -6% | -$48.2K | 0.06% | 114 |
|
|
2020
Q4 | $896K | Buy |
18,648
+627
| +3% | +$30.1K | 0.07% | 111 |
|
|
2020
Q3 | $840K | Buy |
18,021
+135
| +0.8% | +$6.29K | 0.08% | 105 |
|
|
2020
Q2 | $714K | Buy |
17,886
+789
| +5% | +$31.5K | 0.07% | 105 |
|
|
2020
Q1 | $648K | Buy |
17,097
+2,550
| +18% | +$96.6K | 0.08% | 97 |
|
|
2019
Q4 | $576K | Buy |
14,547
+1,290
| +10% | +$51.1K | 0.06% | 106 |
|
|
2019
Q3 | $501K | Buy |
13,257
+180
| +1% | +$6.8K | 0.05% | 97 |
|
|
2019
Q2 | $482K | Buy |
13,077
+2,967
| +29% | +$109K | 0.05% | 104 |
|
|
2019
Q1 | $329K | Buy |
10,110
+756
| +8% | +$24.6K | 0.03% | 142 |
|
|
2018
Q4 | $290K | Buy |
9,354
+1,047
| +13% | +$32.5K | 0.04% | 138 |
|
|
2018
Q3 | $260K | Sell |
8,307
-5,775
| -41% | -$181K | 0.03% | 159 |
|
|
2018
Q2 | $402K | Sell |
14,082
-726
| -5% | -$20.7K | 0.04% | 185 |
|
|
2018
Q1 | $439K | Sell |
14,808
-1,671
| -10% | -$49.5K | 0.05% | 148 |
|
|
2017
Q4 | $542K | Buy |
+16,479
| New | +$542K | 0.06% | 131 |
|