Mount Yale 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 | $1.03M | Sell |
10,552
-1,191
| -10% | -$116K | 0.08% | 199 |
|
|
2025
Q1 | $1.03M | Buy |
11,743
+8,041
| +217% | +$706K | 0.09% | 192 |
|
|
2024
Q4 | $334K | Sell |
3,702
-9,415
| -72% | -$851K | 0.03% | 415 |
|
|
2024
Q3 | $1.06M | Sell |
13,117
-3,948
| -23% | -$319K | 0.1% | 186 |
|
|
2024
Q2 | $1.16M | Sell |
17,065
-141
| -0.8% | -$9.55K | 0.09% | 185 |
|
|
2024
Q1 | $1.04M | Buy |
17,206
+1,780
| +12% | +$107K | 0.08% | 215 |
|
|
2023
Q4 | $811K | Sell |
15,426
-630
| -4% | -$33.1K | 0.08% | 234 |
|
|
2023
Q3 | $856K | Sell |
16,056
-57
| -0.4% | -$3.04K | 0.09% | 207 |
|
|
2023
Q2 | $844K | Sell |
16,113
-921
| -5% | -$48.3K | 0.09% | 218 |
|
|
2023
Q1 | $837K | Buy |
+17,034
| New | +$837K | 0.09% | 221 |
|
|
2022
Q3 | – | Sell |
-5,199
| Closed | -$211K | – | 482 |
|
|
2022
Q2 | $211K | Buy |
5,199
+321
| +7% | +$13K | 0.03% | 433 |
|
|
2022
Q1 | $242K | Buy |
4,878
+468
| +11% | +$23.2K | 0.03% | 414 |
|
|
2021
Q4 | $213K | Buy |
+4,410
| New | +$213K | 0.02% | 435 |
|
|
2019
Q4 | – | Sell |
-183,132
| Closed | -$7.27M | – | 337 |
|
|
2019
Q3 | $7.27M | Sell |
183,132
-40,104
| -18% | -$1.59M | 1.3% | 18 |
|
|
2019
Q2 | $8.05M | Sell |
223,236
-8,394
| -4% | -$303K | 1.49% | 11 |
|
|
2019
Q1 | $7.53M | Buy |
231,630
+2,910
| +1% | +$94.6K | 1.41% | 16 |
|
|
2018
Q4 | $7.33M | Buy |
228,720
+3,834
| +2% | +$123K | 1.49% | 15 |
|
|
2018
Q3 | $7.82M | Buy |
224,886
+5,925
| +3% | +$206K | 1.37% | 14 |
|
|
2018
Q2 | $6.25M | Buy |
218,961
+14,139
| +7% | +$404K | 1.18% | 25 |
|
|
2018
Q1 | $6.07M | Buy |
+204,822
| New | +$6.07M | 1.3% | 23 |
|