Moss Adams 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 | $2.11M | Buy |
21,623
+723
| +3% | +$70.7K | 0.19% | 48 |
|
|
2025
Q1 | $1.84M | Buy |
20,900
+2,018
| +11% | +$178K | 0.19% | 42 |
|
|
2024
Q4 | $1.71M | Buy |
18,882
+1,046
| +6% | +$94.7K | 0.18% | 40 |
|
|
2024
Q3 | $1.44M | Buy |
17,836
+1,832
| +11% | +$148K | 0.16% | 43 |
|
|
2024
Q2 | $1.08M | Buy |
16,004
+1,832
| +13% | +$124K | 0.15% | 44 |
|
|
2024
Q1 | $856K | Buy |
14,172
+10,122
| +250% | +$611K | 0.14% | 53 |
|
|
2023
Q4 | $214K | Buy |
4,050
+291
| +8% | +$15.3K | 0.04% | 114 |
|
|
2023
Q3 | $200K | Sell |
3,759
-147
| -4% | -$7.84K | 0.07% | 95 |
|
|
2023
Q2 | $205K | Sell |
3,906
-387
| -9% | -$20.3K | 0.07% | 91 |
|
|
2023
Q1 | $212K | Buy |
+4,293
| New | +$212K | 0.07% | 89 |
|