Meridian Wealth 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 | $6.2M | Sell |
63,434
-12,052
| -16% | -$1.18M | 0.98% | 27 |
|
|
2025
Q1 | $6.63M | Buy |
75,486
+47,311
| +168% | +$4.15M | 1.13% | 25 |
|
|
2024
Q4 | $2.55M | Sell |
28,175
-245
| -0.9% | -$22.1K | 0.42% | 52 |
|
|
2024
Q3 | $2.29M | Sell |
28,420
-1,828
| -6% | -$148K | 0.38% | 53 |
|
|
2024
Q2 | $2.05M | Buy |
30,248
+270
| +0.9% | +$18.3K | 0.37% | 57 |
|
|
2024
Q1 | $1.8M | Buy |
29,978
+5
| +0% | +$301 | 0.34% | 58 |
|
|
2023
Q4 | $1.58M | Sell |
29,973
-1,002
| -3% | -$52.7K | 0.34% | 57 |
|
|
2023
Q3 | $1.65M | Sell |
30,975
-204
| -0.7% | -$10.9K | 0.41% | 55 |
|
|
2023
Q2 | $1.63M | Sell |
31,179
-10,776
| -26% | -$565K | 0.4% | 57 |
|
|
2023
Q1 | $2.06M | Buy |
41,955
+300
| +0.7% | +$14.7K | 0.52% | 51 |
|
|
2022
Q4 | $1.97M | Hold |
41,655
| – | – | 0.51% | 49 |
|
|
2022
Q3 | $1.8M | Buy |
41,655
+1,143
| +3% | +$49.4K | 0.51% | 47 |
|
|
2022
Q2 | $1.64M | Buy |
40,512
+1,809
| +5% | +$73.3K | 0.44% | 55 |
|
|
2022
Q1 | $1.92M | Buy |
38,703
+720
| +2% | +$35.7K | 0.45% | 55 |
|
|
2021
Q4 | $1.83M | Buy |
37,983
+645
| +2% | +$31.1K | 0.45% | 58 |
|
|
2021
Q3 | $1.74M | Buy |
37,338
+1,791
| +5% | +$83.2K | 0.48% | 57 |
|
|
2021
Q2 | $1.67M | Buy |
35,547
+1,668
| +5% | +$78.4K | 0.47% | 59 |
|
|
2021
Q1 | $1.53M | Sell |
33,879
-579
| -2% | -$26.2K | 0.51% | 52 |
|
|
2020
Q4 | $1.66M | Buy |
34,458
+117
| +0.3% | +$5.62K | 0.6% | 39 |
|
|
2020
Q3 | $1.6M | Sell |
34,341
-2,463
| -7% | -$115K | 0.69% | 35 |
|
|
2020
Q2 | $1.47M | Buy |
36,804
+6,966
| +23% | +$278K | 0.68% | 34 |
|
|
2020
Q1 | $1.13M | Sell |
29,838
-843
| -3% | -$31.9K | 0.62% | 34 |
|
|
2019
Q4 | $1.22M | Buy |
30,681
+774
| +3% | +$30.7K | 0.48% | 39 |
|
|
2019
Q3 | $1.18M | Buy |
29,907
+4,821
| +19% | +$191K | 0.51% | 38 |
|
|
2019
Q2 | $927K | Sell |
25,086
-2,088
| -8% | -$77.2K | 0.65% | 35 |
|
|
2019
Q1 | $883K | Buy |
27,174
+465
| +2% | +$15.1K | 0.64% | 33 |
|
|
2018
Q4 | $829K | Buy |
+26,709
| New | +$829K | 0.64% | 33 |
|