McKinley Carter Wealth Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
14,718
+11
| +0.1% | +$1.08K | 0.08% | 144 |
|
|
2025
Q1 | $1.29M | Sell |
14,707
-1,254
| -8% | -$110K | 0.08% | 142 |
|
|
2024
Q4 | $1.44M | Sell |
15,961
-242
| -1% | -$21.9K | 0.09% | 135 |
|
|
2024
Q3 | $1.31M | Sell |
16,203
-32
| -0.2% | -$2.58K | 0.08% | 147 |
|
|
2024
Q2 | $1.1M | Buy |
16,235
+109
| +0.7% | +$7.38K | 0.07% | 152 |
|
|
2024
Q1 | $970K | Buy |
16,126
+193
| +1% | +$11.6K | 0.06% | 155 |
|
|
2023
Q4 | $837K | Sell |
15,933
-237
| -1% | -$12.5K | 0.06% | 157 |
|
|
2023
Q3 | $862K | Buy |
16,170
+207
| +1% | +$11K | 0.07% | 155 |
|
|
2023
Q2 | $836K | Buy |
15,963
+3
| +0% | +$157 | 0.06% | 161 |
|
|
2023
Q1 | $784K | Buy |
15,960
+831
| +5% | +$40.8K | 0.06% | 166 |
|
|
2022
Q4 | $715K | Buy |
15,129
+1,965
| +15% | +$92.9K | 0.06% | 169 |
|
|
2022
Q3 | $569K | Buy |
13,164
+783
| +6% | +$33.8K | 0.05% | 175 |
|
|
2022
Q2 | $502K | Buy |
12,381
+54
| +0.4% | +$2.19K | 0.04% | 193 |
|
|
2022
Q1 | $612K | Sell |
12,327
-2,595
| -17% | -$129K | 0.05% | 183 |
|
|
2021
Q4 | $720K | Sell |
14,922
-2,319
| -13% | -$112K | 0.05% | 167 |
|
|
2021
Q3 | $801K | Buy |
17,241
+3,138
| +22% | +$146K | 0.07% | 154 |
|
|
2021
Q2 | $663K | Sell |
14,103
-45
| -0.3% | -$2.12K | 0.05% | 166 |
|
|
2021
Q1 | $641K | Buy |
14,148
+111
| +0.8% | +$5.03K | 0.05% | 168 |
|
|
2020
Q4 | $674K | Buy |
14,037
+1,521
| +12% | +$73K | 0.09% | 148 |
|
|
2020
Q3 | $584K | Hold |
12,516
| – | – | 0.13% | 93 |
|
|
2020
Q2 | $500K | Buy |
12,516
+870
| +7% | +$34.8K | 0.12% | 94 |
|
|
2020
Q1 | $441K | Sell |
11,646
-4,566
| -28% | -$173K | 0.13% | 94 |
|
|
2019
Q4 | $642K | Sell |
16,212
-273
| -2% | -$10.8K | 0.15% | 98 |
|
|
2019
Q3 | $652K | Buy |
16,485
+762
| +5% | +$30.1K | 0.17% | 99 |
|
|
2019
Q2 | $579K | Sell |
15,723
-255
| -2% | -$9.39K | 0.16% | 103 |
|
|
2019
Q1 | $519K | Sell |
15,978
-429
| -3% | -$13.9K | 0.15% | 103 |
|
|
2018
Q4 | $509K | Buy |
16,407
+228
| +1% | +$7.07K | 0.17% | 100 |
|
|
2018
Q3 | $506K | Sell |
16,179
-1,266
| -7% | -$39.6K | 0.15% | 98 |
|
|
2018
Q2 | $498K | Sell |
17,445
-939
| -5% | -$26.8K | 0.16% | 97 |
|
|
2018
Q1 | $545K | Sell |
18,384
-3,246
| -15% | -$96.2K | 0.18% | 92 |
|
|
2017
Q4 | $712K | Buy |
21,630
+3,285
| +18% | +$108K | 0.24% | 80 |
|
|
2017
Q3 | $478K | Buy |
18,345
+999
| +6% | +$26K | 0.18% | 88 |
|
|
2017
Q2 | $438K | Buy |
17,346
+1,902
| +12% | +$48K | 0.19% | 81 |
|
|
2017
Q1 | $371K | Buy |
15,444
+1,305
| +9% | +$31.3K | 0.17% | 88 |
|
|
2016
Q4 | $326K | Buy |
14,139
+3,090
| +28% | +$71.2K | 0.16% | 88 |
|
|
2016
Q3 | $266K | Sell |
11,049
-2,088
| -16% | -$50.3K | 0.14% | 102 |
|
|
2016
Q2 | $320K | Sell |
13,137
-258
| -2% | -$6.29K | 0.17% | 91 |
|
|
2016
Q1 | $306K | Buy |
13,395
+2,220
| +20% | +$50.7K | 0.17% | 95 |
|
|
2015
Q4 | $228K | Hold |
11,175
| – | – | 0.13% | 104 |
|
|
2015
Q3 | $242K | Sell |
11,175
-7,263
| -39% | -$157K | 0.15% | 95 |
|
|
2015
Q2 | $436K | Sell |
18,438
-702
| -4% | -$16.6K | 0.24% | 80 |
|
|
2015
Q1 | $525K | Sell |
19,140
-1,869
| -9% | -$51.3K | 0.34% | 67 |
|
|
2014
Q4 | $601K | Buy |
21,009
+10,578
| +101% | +$303K | 0.47% | 55 |
|
|
2014
Q3 | $266K | Sell |
10,431
-1,020
| -9% | -$26K | 0.25% | 77 |
|
|
2014
Q2 | $287K | Sell |
11,451
-3,288
| -22% | -$82.4K | 0.3% | 67 |
|
|
2014
Q1 | $376K | Sell |
14,739
-27,072
| -65% | -$691K | 0.41% | 53 |
|
|
2013
Q4 | $1.1M | Buy |
41,811
+32,832
| +366% | +$861K | 1.07% | 28 |
|
|
2013
Q3 | $221K | Buy |
+8,979
| New | +$221K | 0.26% | 78 |
|