Lifeworks 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 | $1.81M | Sell |
18,550
-1,327
| -7% | -$130K | 0.27% | 89 |
|
|
2025
Q1 | $1.75M | Buy |
19,877
+65
| +0.3% | +$5.71K | 0.29% | 87 |
|
|
2024
Q4 | $1.79M | Sell |
19,812
-2,059
| -9% | -$186K | 0.32% | 84 |
|
|
2024
Q3 | $1.77M | Sell |
21,871
-2,072
| -9% | -$167K | 0.35% | 85 |
|
|
2024
Q2 | $1.62M | Sell |
23,943
-3,560
| -13% | -$241K | 0.45% | 66 |
|
|
2024
Q1 | $1.65M | Sell |
27,503
-2,257
| -8% | -$136K | 0.46% | 68 |
|
|
2023
Q4 | $1.56M | Sell |
29,760
-4,854
| -14% | -$255K | 0.54% | 61 |
|
|
2023
Q3 | $1.85M | Buy |
34,614
+4,314
| +14% | +$230K | 0.72% | 41 |
|
|
2023
Q2 | $1.59M | Buy |
30,300
+5,043
| +20% | +$264K | 0.68% | 46 |
|
|
2023
Q1 | $1.24M | Sell |
25,257
-1,908
| -7% | -$93.8K | 0.59% | 57 |
|
|
2022
Q4 | $1.28M | Sell |
27,165
-5,214
| -16% | -$246K | 0.72% | 48 |
|
|
2022
Q3 | $1.54M | Buy |
32,379
+4,554
| +16% | +$216K | 0.87% | 37 |
|
|
2022
Q2 | $1.13M | Buy |
27,825
+9,228
| +50% | +$374K | 0.72% | 41 |
|
|
2022
Q1 | $923K | Sell |
18,597
-12,978
| -41% | -$644K | 0.61% | 57 |
|
|
2021
Q4 | $1.52M | Buy |
+31,575
| New | +$1.52M | 1.21% | 23 |
|