Mayflower Financial 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 | $751K | Sell |
7,680
-222
| -3% | -$21.7K | 0.1% | 180 |
|
|
2025
Q1 | $694K | Buy |
7,902
+411
| +5% | +$36.1K | 0.11% | 185 |
|
|
2024
Q4 | $677K | Buy |
7,491
+504
| +7% | +$45.5K | 0.1% | 183 |
|
|
2024
Q3 | $564K | Buy |
6,987
+75
| +1% | +$6.06K | 0.08% | 203 |
|
|
2024
Q2 | $468K | Buy |
6,912
+1,115
| +19% | +$75.5K | 0.08% | 221 |
|
|
2024
Q1 | $349K | Buy |
5,797
+157
| +3% | +$9.45K | 0.06% | 260 |
|
|
2023
Q4 | $296K | Sell |
5,640
-105
| -2% | -$5.52K | 0.04% | 261 |
|
|
2023
Q3 | $306K | Buy |
5,745
+552
| +11% | +$29.4K | 0.05% | 252 |
|
|
2023
Q2 | $272K | Sell |
5,193
-30
| -0.6% | -$1.57K | 0.04% | 285 |
|
|
2023
Q1 | $257K | Buy |
5,223
+276
| +6% | +$13.6K | 0.03% | 290 |
|
|
2022
Q4 | $234K | Buy |
4,947
+144
| +3% | +$6.81K | 0.03% | 304 |
|
|
2022
Q3 | $208K | Sell |
4,803
-1,953
| -29% | -$84.6K | 0.03% | 303 |
|
|
2022
Q2 | $274K | Sell |
6,756
-1,182
| -15% | -$47.9K | 0.04% | 261 |
|
|
2022
Q1 | $394K | Buy |
7,938
+195
| +3% | +$9.68K | 0.05% | 232 |
|
|
2021
Q4 | $373K | Buy |
7,743
+189
| +3% | +$9.11K | 0.05% | 232 |
|
|
2021
Q3 | $364K | Buy |
7,554
+261
| +4% | +$12.6K | 0.05% | 232 |
|
|
2021
Q2 | $343K | Buy |
7,293
+165
| +2% | +$7.76K | 0.05% | 220 |
|
|
2021
Q1 | $323K | Buy |
7,128
+780
| +12% | +$35.3K | 0.05% | 222 |
|
|
2020
Q4 | $305K | Buy |
+6,348
| New | +$305K | 0.05% | 205 |
|