MainStreet Investment 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 | $4.86M | Sell |
49,739
-434
| -0.9% | -$42.4K | 0.67% | 38 |
|
|
2025
Q1 | $4.4M | Buy |
50,173
+1,651
| +3% | +$145K | 0.64% | 44 |
|
|
2024
Q4 | $4.38M | Sell |
48,522
-956
| -2% | -$86.4K | 0.61% | 45 |
|
|
2024
Q3 | $4M | Sell |
49,478
-14,665
| -23% | -$1.18M | 0.53% | 51 |
|
|
2024
Q2 | $4.34M | Buy |
64,143
+47,021
| +275% | +$3.18M | 0.53% | 49 |
|
|
2024
Q1 | $1.03M | Sell |
17,122
-39,839
| -70% | -$2.4M | 0.12% | 92 |
|
|
2023
Q4 | $2.99M | Buy |
56,961
+48,675
| +587% | +$2.56M | 0.34% | 67 |
|
|
2023
Q3 | $442K | Buy |
8,286
+1,359
| +20% | +$72.4K | 0.05% | 136 |
|
|
2023
Q2 | $363K | Sell |
6,927
-72
| -1% | -$3.77K | 0.04% | 154 |
|
|
2023
Q1 | $344K | Buy |
+6,999
| New | +$344K | 0.04% | 159 |
|
|
2020
Q3 | – | Sell |
-8,262
| Closed | -$330K | – | 232 |
|
|
2020
Q2 | $330K | Sell |
8,262
-17,037
| -67% | -$680K | 0.02% | 207 |
|
|
2020
Q1 | $958K | Buy |
+25,299
| New | +$958K | 0.12% | 106 |
|
|
2019
Q1 | – | Sell |
-6,195
| Closed | -$192K | – | 162 |
|
|
2018
Q4 | $192K | Buy |
+6,195
| New | +$192K | 0.03% | 159 |
|
|
2018
Q1 | – | Sell |
-7,005
| Closed | -$231K | – | 167 |
|
|
2017
Q4 | $231K | Buy |
+7,005
| New | +$231K | 0.04% | 156 |
|