McClarren 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 | $464K | Buy |
4,744
+3,423
| +259% | +$335K | 0.3% | 48 |
|
|
2025
Q1 | $414K | Buy |
+1,321
| New | +$414K | 0.27% | 50 |
|
|
2024
Q4 | – | Sell |
-1,218
| Closed | -$2.2K | – | 329 |
|
|
2024
Q3 | $2.2K | Buy |
1,218
+948
| +351% | +$1.71K | 0.28% | 29 |
|
|
2024
Q2 | $184K | Sell |
270
-2,449
| -90% | -$1.67M | 0.13% | 75 |
|
|
2024
Q1 | $164K | Buy |
2,719
+1,669
| +159% | +$101K | 0.12% | 79 |
|
|
2023
Q4 | $55K | Buy |
1,050
+3
| +0.3% | +$157 | 0.04% | 151 |
|
|
2023
Q3 | $55K | Hold |
1,047
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $54K | Buy |
1,047
+9
| +0.9% | +$464 | 0.04% | 149 |
|
|
2023
Q1 | $50K | Buy |
1,038
+3
| +0.3% | +$145 | 0.05% | 145 |
|
|
2022
Q4 | $49K | Buy |
1,035
+9
| +0.9% | +$426 | 0.05% | 150 |
|
|
2022
Q3 | $44K | Buy |
+1,026
| New | +$44K | 0.04% | 142 |
|
|
2022
Q2 | – | Sell |
-423
| Closed | -$21K | – | 292 |
|
|
2022
Q1 | $21K | Hold |
423
| – | – | 0.02% | 173 |
|
|
2021
Q4 | $21K | Buy |
423
+3
| +0.7% | +$149 | 0.01% | 189 |
|
|
2021
Q3 | $19K | Buy |
420
+3
| +0.7% | +$136 | 0.01% | 169 |
|
|
2021
Q2 | $19K | Sell |
417
-624
| -60% | -$28.4K | 0.02% | 184 |
|
|
2021
Q1 | $47K | Buy |
1,041
+3
| +0.3% | +$135 | 0.04% | 111 |
|
|
2020
Q4 | $50K | Buy |
+1,038
| New | +$50K | 0.05% | 101 |
|