MBA 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 | $514K | Sell |
5,252
-93
| -2% | -$9.09K | 0.24% | 78 |
|
|
2025
Q1 | $469K | Sell |
5,345
-82
| -2% | -$7.2K | 0.23% | 78 |
|
|
2024
Q4 | $490K | Buy |
5,427
+15
| +0.3% | +$1.36K | 0.25% | 79 |
|
|
2024
Q3 | $437K | Sell |
5,412
-169
| -3% | -$13.6K | 0.21% | 82 |
|
|
2024
Q2 | $378K | Buy |
5,581
+276
| +5% | +$18.7K | 0.19% | 86 |
|
|
2024
Q1 | $319K | Sell |
5,305
-533
| -9% | -$32.1K | 0.17% | 100 |
|
|
2023
Q4 | $307K | Hold |
5,838
| – | – | 0.17% | 96 |
|
|
2023
Q3 | $311K | Buy |
5,838
+3
| +0.1% | +$160 | 0.19% | 87 |
|
|
2023
Q2 | $306K | Sell |
5,835
-138
| -2% | -$7.23K | 0.18% | 89 |
|
|
2023
Q1 | $294K | Hold |
5,973
| – | – | 0.18% | 102 |
|
|
2022
Q4 | $282K | Sell |
5,973
-15
| -0.3% | -$709 | 0.18% | 99 |
|
|
2022
Q3 | $259K | Hold |
5,988
| – | – | 0.19% | 101 |
|
|
2022
Q2 | $243K | Sell |
5,988
-102
| -2% | -$4.14K | 0.17% | 109 |
|
|
2022
Q1 | $302K | Sell |
6,090
-1,587
| -21% | -$78.7K | 0.19% | 113 |
|
|
2021
Q4 | $370K | Buy |
7,677
+1,500
| +24% | +$72.3K | 0.23% | 102 |
|
|
2021
Q3 | $287K | Buy |
6,177
+81
| +1% | +$3.76K | 0.21% | 104 |
|
|
2021
Q2 | $287 | Buy |
6,096
+1,056
| +21% | +$50 | 0.13% | 106 |
|
|
2021
Q1 | $228 | Buy |
+5,040
| New | +$228 | 0.13% | 122 |
|