Mosaic Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,920
| Closed | -$445K | – | 21 |
|
|
2024
Q4 | $445K | Buy |
+4,920
| New | +$445K | 0.52% | 11 |
|
|
2022
Q1 | – | Sell |
-11,610
| Closed | -$560K | – | 56 |
|
|
2021
Q4 | $560K | Buy |
11,610
+1,356
| +13% | +$65.4K | 0.41% | 16 |
|
|
2021
Q3 | $476K | Sell |
10,254
-1,248
| -11% | -$57.9K | 0.32% | 23 |
|
|
2021
Q2 | $541K | Hold |
11,502
| – | – | 0.35% | 23 |
|
|
2021
Q1 | $521K | Buy |
11,502
+1,599
| +16% | +$72.4K | 0.44% | 22 |
|
|
2020
Q4 | $476K | Buy |
+9,903
| New | +$476K | 0.44% | 21 |
|