MONECO 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 | $1.51M | Buy |
15,482
+456
| +3% | +$44.6K | 0.14% | 152 |
|
2025
Q1 | $1.32M | Buy |
15,026
+675
| +5% | +$59.3K | 0.14% | 154 |
|
2024
Q4 | $1.3M | Buy |
14,351
+1,221
| +9% | +$110K | 0.14% | 151 |
|
2024
Q3 | $1.06M | Sell |
13,130
-262
| -2% | -$21.2K | 0.13% | 153 |
|
2024
Q2 | $907K | Buy |
13,392
+499
| +4% | +$33.8K | 0.13% | 156 |
|
2024
Q1 | $776K | Buy |
12,893
+674
| +6% | +$40.6K | 0.12% | 183 |
|
2023
Q4 | $642K | Sell |
12,219
-6
| -0% | -$315 | 0.12% | 185 |
|
2023
Q3 | $652K | Buy |
12,225
+4,095
| +50% | +$218K | 0.18% | 143 |
|
2023
Q2 | $426K | Sell |
8,130
-96
| -1% | -$5.03K | 0.12% | 195 |
|
2023
Q1 | $404K | Buy |
8,226
+3,519
| +75% | +$173K | 0.12% | 195 |
|
2022
Q4 | $223K | Buy |
+4,707
| New | +$223K | 0.08% | 238 |
|
2022
Q2 | – | Sell |
-4,161
| Closed | -$207K | – | 268 |
|
2022
Q1 | $207K | Buy |
+4,161
| New | +$207K | 0.08% | 231 |
|