Mission Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
53,696
+211
| +0.4% | +$20.6K | 0.11% | 108 |
|
|
2025
Q1 | $4.7M | Buy |
53,485
+3,455
| +7% | +$303K | 0.12% | 102 |
|
|
2024
Q4 | $4.52M | Buy |
50,030
+1,228
| +3% | +$111K | 0.11% | 98 |
|
|
2024
Q3 | $3.94M | Sell |
48,802
-385
| -0.8% | -$31.1K | 0.1% | 110 |
|
|
2024
Q2 | $3.33M | Buy |
49,187
+6,928
| +16% | +$469K | 0.09% | 121 |
|
|
2024
Q1 | $2.54M | Sell |
42,259
-2,237
| -5% | -$135K | 0.07% | 150 |
|
|
2023
Q4 | $2.34M | Buy |
44,496
+5,652
| +15% | +$297K | 0.08% | 127 |
|
|
2023
Q3 | $2.07M | Sell |
38,844
-1,467
| -4% | -$78.2K | 0.08% | 124 |
|
|
2023
Q2 | $2.11M | Sell |
40,311
-1,143
| -3% | -$59.9K | 0.08% | 124 |
|
|
2023
Q1 | $2.04M | Sell |
41,454
-822
| -2% | -$40.4K | 0.09% | 125 |
|
|
2022
Q4 | $2M | Buy |
42,276
+825
| +2% | +$39K | 0.1% | 121 |
|
|
2022
Q3 | $1.79M | Buy |
41,451
+36
| +0.1% | +$1.56K | 0.09% | 115 |
|
|
2022
Q2 | $1.68M | Buy |
41,415
+207
| +0.5% | +$8.39K | 0.09% | 119 |
|
|
2022
Q1 | $2.05M | Buy |
41,208
+2,346
| +6% | +$116K | 0.09% | 107 |
|
|
2021
Q4 | $1.87M | Buy |
38,862
+141
| +0.4% | +$6.8K | 0.08% | 116 |
|
|
2021
Q3 | $1.8M | Sell |
38,721
-5,190
| -12% | -$241K | 0.09% | 110 |
|
|
2021
Q2 | $2.06M | Buy |
43,911
+303
| +0.7% | +$14.2K | 0.11% | 95 |
|
|
2021
Q1 | $1.97M | Buy |
43,608
+5,730
| +15% | +$259K | 0.11% | 90 |
|
|
2020
Q4 | $1.82M | Buy |
37,878
+5,640
| +17% | +$271K | 0.11% | 90 |
|
|
2020
Q3 | $1.5M | Buy |
32,238
+3,936
| +14% | +$184K | 0.11% | 88 |
|
|
2020
Q2 | $1.13M | Buy |
28,302
+5,658
| +25% | +$226K | 0.1% | 101 |
|
|
2020
Q1 | $858K | Sell |
22,644
-1,275
| -5% | -$48.3K | 0.09% | 107 |
|
|
2019
Q4 | $947K | Buy |
23,919
+219
| +0.9% | +$8.67K | 0.09% | 117 |
|
|
2019
Q3 | $938K | Buy |
23,700
+6,633
| +39% | +$263K | 0.1% | 106 |
|
|
2019
Q2 | $629K | Buy |
17,067
+264
| +2% | +$9.73K | 0.07% | 144 |
|
|
2019
Q1 | $546K | Sell |
16,803
-174
| -1% | -$5.65K | 0.06% | 155 |
|
|
2018
Q4 | $527K | Buy |
16,977
+999
| +6% | +$31K | 0.07% | 141 |
|
|
2018
Q3 | $500K | Sell |
15,978
-732
| -4% | -$22.9K | 0.07% | 156 |
|
|
2018
Q2 | $477K | Buy |
16,710
+654
| +4% | +$18.7K | 0.07% | 145 |
|
|
2018
Q1 | $476K | Sell |
16,056
-954
| -6% | -$28.3K | 0.08% | 121 |
|
|
2017
Q4 | $560K | Buy |
17,010
+675
| +4% | +$22.2K | 0.1% | 99 |
|
|
2017
Q3 | $425K | Hold |
16,335
| – | – | 0.08% | 112 |
|
|
2017
Q2 | $412K | Buy |
16,335
+726
| +5% | +$18.3K | 0.08% | 112 |
|
|
2017
Q1 | $375K | Buy |
15,609
+27
| +0.2% | +$649 | 0.07% | 118 |
|
|
2016
Q4 | $359K | Buy |
15,582
+2,409
| +18% | +$55.5K | 0.07% | 118 |
|
|
2016
Q3 | $317K | Sell |
13,173
-63
| -0.5% | -$1.52K | 0.08% | 115 |
|
|
2016
Q2 | $322K | Sell |
13,236
-924
| -7% | -$22.5K | 0.09% | 107 |
|
|
2016
Q1 | $323K | Sell |
14,160
-855
| -6% | -$19.5K | 0.09% | 103 |
|
|
2015
Q4 | $307K | Buy |
15,015
+1,650
| +12% | +$33.7K | 0.09% | 101 |
|
|
2015
Q3 | $289K | Buy |
13,365
+1,140
| +9% | +$24.7K | 0.09% | 100 |
|
|
2015
Q2 | $335K | Buy |
+12,225
| New | +$335K | 0.11% | 91 |
|