Lloyd 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 | $212K | Buy |
+2,169
| New | +$212K | 0.1% | 97 |
|
|
2025
Q1 | – | Sell |
-5,348
| Closed | -$483K | – | 120 |
|
|
2024
Q4 | $483K | Buy |
5,348
+117
| +2% | +$10.6K | 0.23% | 53 |
|
|
2024
Q3 | $422K | Buy |
5,231
+106
| +2% | +$8.56K | 0.2% | 58 |
|
|
2024
Q2 | $347K | Buy |
+5,125
| New | +$347K | 0.16% | 66 |
|
|
2024
Q1 | – | Sell |
-5,088
| Closed | -$267K | – | 189 |
|
|
2023
Q4 | $267K | Sell |
5,088
-11,307
| -69% | -$594K | 0.13% | 99 |
|
|
2023
Q3 | $874K | Buy |
+16,395
| New | +$874K | 0.29% | 82 |
|
|
2022
Q2 | – | Sell |
-1,239
| Closed | -$62K | – | 586 |
|
|
2022
Q1 | $62K | Buy |
1,239
+543
| +78% | +$27.2K | 0.03% | 211 |
|
|
2021
Q4 | $34K | Sell |
696
-174
| -20% | -$8.5K | 0.02% | 249 |
|
|
2021
Q3 | $40K | Buy |
870
+114
| +15% | +$5.24K | 0.02% | 182 |
|
|
2021
Q2 | $36K | Buy |
756
+3
| +0.4% | +$143 | 0.02% | 191 |
|
|
2021
Q1 | $34K | Sell |
753
-210
| -22% | -$9.48K | 0.02% | 178 |
|
|
2020
Q4 | $46K | Buy |
963
+210
| +28% | +$10K | 0.03% | 120 |
|
|
2020
Q3 | $35K | Sell |
753
-18
| -2% | -$837 | 0.02% | 126 |
|
|
2020
Q2 | $31K | Sell |
771
-132
| -15% | -$5.31K | 0.02% | 140 |
|
|
2020
Q1 | $34K | Sell |
903
-1,545
| -63% | -$58.2K | 0.03% | 115 |
|
|
2019
Q4 | $97K | Buy |
+2,448
| New | +$97K | 0.09% | 95 |
|