Moneta Group Investment 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 | $15.1M | Buy |
154,178
+12,404
| +9% | +$1.21M | 0.18% | 73 |
|
|
2025
Q1 | $12.4M | Buy |
141,774
+19,170
| +16% | +$1.68M | 0.17% | 78 |
|
|
2024
Q4 | $11.1M | Buy |
122,604
+1,741
| +1% | +$157K | 0.16% | 85 |
|
|
2024
Q3 | $9.76M | Buy |
120,863
+5,589
| +5% | +$451K | 0.14% | 91 |
|
|
2024
Q2 | $7.81M | Buy |
115,274
+6,355
| +6% | +$430K | 0.12% | 97 |
|
|
2024
Q1 | $6.55M | Buy |
108,919
+16,966
| +18% | +$1.02M | 0.11% | 108 |
|
|
2023
Q4 | $4.83M | Buy |
91,953
+1,638
| +2% | +$86.1K | 0.1% | 109 |
|
|
2023
Q3 | $4.81M | Buy |
90,315
+4,470
| +5% | +$238K | 0.11% | 106 |
|
|
2023
Q2 | $4.5M | Buy |
85,845
+15,216
| +22% | +$797K | 0.1% | 111 |
|
|
2023
Q1 | $3.47M | Buy |
70,629
+2,631
| +4% | +$129K | 0.08% | 125 |
|
|
2022
Q4 | $3.26M | Buy |
67,998
+6,933
| +11% | +$332K | 0.09% | 121 |
|
|
2022
Q3 | $2.64M | Sell |
61,065
-3,435
| -5% | -$149K | 0.1% | 123 |
|
|
2022
Q2 | $2.61M | Buy |
64,500
+4,347
| +7% | +$176K | 0.09% | 126 |
|
|
2022
Q1 | $2.99M | Buy |
60,153
+6,474
| +12% | +$321K | 0.12% | 110 |
|
|
2021
Q4 | $2.59M | Buy |
53,679
+10,329
| +24% | +$498K | 0.11% | 123 |
|
|
2021
Q3 | $2.01M | Buy |
43,350
+2,973
| +7% | +$138K | 0.09% | 126 |
|
|
2021
Q2 | $1.9M | Sell |
40,377
-792
| -2% | -$37.2K | 0.09% | 138 |
|
|
2021
Q1 | $1.86M | Buy |
41,169
+9,264
| +29% | +$419K | 0.1% | 127 |
|
|
2020
Q4 | $1.53M | Buy |
31,905
+15,609
| +96% | +$750K | 0.11% | 115 |
|
|
2020
Q3 | $760K | Sell |
16,296
-11,304
| -41% | -$527K | 0.07% | 139 |
|
|
2020
Q2 | $1.1M | Buy |
27,600
+6,555
| +31% | +$262K | 0.1% | 107 |
|
|
2020
Q1 | $797K | Sell |
21,045
-3,039
| -13% | -$115K | 0.08% | 123 |
|
|
2019
Q4 | $954K | Sell |
24,084
-1,218
| -5% | -$48.2K | 0.08% | 119 |
|
|
2019
Q3 | $1M | Buy |
25,302
+10,803
| +75% | +$427K | 0.09% | 117 |
|
|
2019
Q2 | $534K | Sell |
14,499
-2,265
| -14% | -$83.4K | 0.05% | 153 |
|
|
2019
Q1 | $545K | Sell |
16,764
-6,843
| -29% | -$222K | 0.06% | 137 |
|
|
2018
Q4 | $733K | Sell |
23,607
-9,681
| -29% | -$301K | 0.09% | 113 |
|
|
2018
Q3 | $1.04M | Sell |
33,288
-10,398
| -24% | -$325K | 0.11% | 104 |
|
|
2018
Q2 | $1.25M | Buy |
43,686
+30,291
| +226% | +$865K | 0.14% | 92 |
|
|
2018
Q1 | $397K | Buy |
13,395
+10,293
| +332% | +$305K | 0.05% | 137 |
|
|
2017
Q4 | $102K | Buy |
+3,102
| New | +$102K | 0.02% | 236 |
|
|
2016
Q3 | – | Sell |
-16,320
| Closed | -$397K | – | 159 |
|
|
2016
Q2 | $397K | Buy |
16,320
+3,072
| +23% | +$74.7K | 0.09% | 122 |
|
|
2016
Q1 | $302K | Buy |
+13,248
| New | +$302K | 0.07% | 131 |
|
|
2015
Q4 | – | Sell |
-26,958
| Closed | -$583K | – | 422 |
|
|
2015
Q3 | $583K | Buy |
26,958
+1,155
| +4% | +$25K | 0.16% | 66 |
|
|
2015
Q2 | $610K | Buy |
+25,803
| New | +$610K | 0.19% | 64 |
|
|
2015
Q1 | – | Sell |
-11,565
| Closed | -$331K | – | 147 |
|
|
2014
Q4 | $331K | Sell |
11,565
-2,175
| -16% | -$62.3K | 0.16% | 108 |
|
|
2014
Q3 | $350K | Buy |
13,740
+450
| +3% | +$11.5K | 0.18% | 94 |
|
|
2014
Q2 | $333K | Buy |
13,290
+420
| +3% | +$10.5K | 0.18% | 97 |
|
|
2014
Q1 | $328K | Sell |
12,870
-801
| -6% | -$20.4K | 0.19% | 89 |
|
|
2013
Q4 | $359K | Buy |
13,671
+375
| +3% | +$9.85K | 0.22% | 76 |
|
|
2013
Q3 | $328K | Buy |
13,296
+525
| +4% | +$13K | 0.22% | 81 |
|
|
2013
Q2 | $317K | Buy |
+12,771
| New | +$317K | 0.22% | 81 |
|