Maryland Capital 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 | $1.42M | Buy |
14,487
+9,666
| +200% | +$945K | 0.56% | 33 |
|
|
2025
Q1 | $423K | Sell |
4,821
-88
| -2% | -$7.73K | 0.19% | 52 |
|
|
2024
Q4 | $444K | Sell |
4,909
-11
| -0.2% | -$994 | 0.21% | 50 |
|
|
2024
Q3 | $397K | Buy |
4,920
+99
| +2% | +$7.99K | 0.19% | 50 |
|
|
2024
Q2 | $326K | Hold |
4,821
| – | – | 0.18% | 54 |
|
|
2024
Q1 | $290K | Hold |
4,821
| – | – | 0.18% | 59 |
|
|
2023
Q4 | $253K | Hold |
4,821
| – | – | 0.17% | 59 |
|
|
2023
Q3 | $257K | Hold |
4,821
| – | – | 0.2% | 57 |
|
|
2023
Q2 | $253K | Buy |
4,821
+1,221
| +34% | +$64K | 0.2% | 58 |
|
|
2023
Q1 | $177K | Hold |
3,600
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $170K | Hold |
3,600
| – | – | 0.16% | 68 |
|
|
2022
Q3 | $156K | Hold |
3,600
| – | – | 0.16% | 63 |
|
|
2022
Q2 | $146K | Sell |
3,600
-75
| -2% | -$3.04K | 0.15% | 62 |
|
|
2022
Q1 | $182K | Hold |
3,675
| – | – | 0.16% | 54 |
|
|
2021
Q4 | $177K | Buy |
+3,675
| New | +$177K | 0.15% | 56 |
|