Long Run Wealth 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 | $646K | Buy |
6,605
+591
| +10% | +$57.8K | 0.14% | 70 |
|
|
2025
Q1 | $528K | Sell |
6,014
-114
| -2% | -$10K | 0.12% | 76 |
|
|
2024
Q4 | $554K | Buy |
6,128
+278
| +5% | +$25.1K | 0.13% | 72 |
|
|
2024
Q3 | $472K | Sell |
5,850
-319
| -5% | -$25.8K | 0.11% | 74 |
|
|
2024
Q2 | $418K | Buy |
6,169
+8
| +0.1% | +$542 | 0.11% | 75 |
|
|
2024
Q1 | $371K | Sell |
6,161
-151
| -2% | -$9.09K | 0.1% | 78 |
|
|
2023
Q4 | $332K | Sell |
6,312
-195
| -3% | -$10.2K | 0.1% | 78 |
|
|
2023
Q3 | $347K | Sell |
6,507
-93
| -1% | -$4.96K | 0.11% | 71 |
|
|
2023
Q2 | $346K | Sell |
6,600
-522
| -7% | -$27.3K | 0.11% | 75 |
|
|
2023
Q1 | $350K | Buy |
7,122
+228
| +3% | +$11.2K | 0.12% | 81 |
|
|
2022
Q4 | $326K | Hold |
6,894
| – | – | 0.12% | 82 |
|
|
2022
Q3 | $298K | Sell |
6,894
-249
| -3% | -$10.8K | 0.12% | 80 |
|
|
2022
Q2 | $289K | Sell |
7,143
-7,260
| -50% | -$294K | 0.11% | 82 |
|
|
2022
Q1 | $715K | Sell |
14,403
-3,015
| -17% | -$150K | 0.25% | 68 |
|
|
2021
Q4 | $838K | Buy |
+17,418
| New | +$838K | 0.29% | 63 |
|