MSH Capital 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 | $1.42M | Sell |
14,562
-285
| -2% | -$27.9K | 0.41% | 73 |
|
|
2025
Q1 | $1.3M | Sell |
14,847
-98
| -0.7% | -$8.6K | 0.4% | 72 |
|
|
2024
Q4 | $1.35M | Sell |
14,945
-16,132
| -52% | -$1.46M | 0.43% | 68 |
|
|
2024
Q3 | $2.51M | Sell |
31,077
-621
| -2% | -$50.1K | 0.77% | 35 |
|
|
2024
Q2 | $2.15M | Sell |
31,698
-533
| -2% | -$36.1K | 0.72% | 42 |
|
|
2024
Q1 | $1.94M | Sell |
32,231
-16,501
| -34% | -$993K | 0.68% | 48 |
|
|
2023
Q4 | $2.56M | Sell |
48,732
-1,074
| -2% | -$56.4K | 0.96% | 27 |
|
|
2023
Q3 | $2.66M | Sell |
49,806
-1,167
| -2% | -$62.2K | 1.04% | 24 |
|
|
2023
Q2 | $2.67M | Buy |
50,973
+9,759
| +24% | +$511K | 0.98% | 26 |
|
|
2023
Q1 | $2.03M | Sell |
41,214
-177
| -0.4% | -$8.7K | 0.87% | 36 |
|
|
2022
Q4 | $1.96M | Sell |
41,391
-3,117
| -7% | -$147K | 0.88% | 33 |
|
|
2022
Q3 | $1.92M | Buy |
44,508
+9
| +0% | +$389 | 0.95% | 29 |
|
|
2022
Q2 | $1.8M | Buy |
44,499
+474
| +1% | +$19.2K | 0.84% | 37 |
|
|
2022
Q1 | $2.19M | Buy |
44,025
+2,400
| +6% | +$119K | 0.9% | 31 |
|
|
2021
Q4 | $2.01M | Buy |
+41,625
| New | +$2.01M | 0.9% | 35 |
|