Mutual Advisors’s Walmart WMT Stock Holding History

Mutual Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.2M	Sell	124,832 -1,939	-2%	-$189K	0.3%	54
2025 Q1	$12.1M	Buy	126,771 +12,011	+10%	+$1.14M	0.35%	47
2024 Q4	$10.5M	Sell	114,760 -26,082	-19%	-$2.38M	0.3%	56
2024 Q3	$11.7M	Sell	140,842 -4,245	-3%	-$353K	0.34%	50
2024 Q2	$10.1M	Sell	145,087 -247	-0.2%	-$17.2K	0.3%	58
2024 Q1	$8.74M	Buy	145,334 +102,941	+243%	+$6.19M	0.28%	67
2023 Q4	$6.68M	Buy	42,393 +8,083	+24%	+$1.27M	0.23%	86
2023 Q3	$5.49M	Sell	34,310 -121	-0.4%	-$19.4K	0.21%	93
2023 Q2	$5.41M	Sell	34,431 -2,664	-7%	-$419K	0.21%	99
2023 Q1	$5.47M	Buy	37,095 +6,497	+21%	+$958K	0.22%	94
2022 Q4	$4.34M	Buy	30,598 +1,494	+5%	+$212K	0.19%	111
2022 Q3	$3.78M	Buy	29,104 +10,675	+58%	+$1.38M	0.19%	106
2022 Q2	$2.24M	Buy	18,429 +439	+2%	+$53.4K	0.15%	165
2022 Q1	$2.68M	Sell	17,990 -852	-5%	-$127K	0.15%	160
2021 Q4	$2.73M	Sell	18,842 -2,555	-12%	-$370K	0.14%	170
2021 Q3	$2.98M	Buy	21,397 +1,686	+9%	+$235K	0.18%	141
2021 Q2	$2.78M	Buy	19,711 +1,584	+9%	+$223K	0.16%	158
2021 Q1	$2.46M	Sell	18,127 -4,234	-19%	-$575K	0.17%	152
2020 Q4	$3.22M	Sell	22,361 -1,375	-6%	-$198K	0.24%	92
2020 Q3	$3.32M	Buy	23,736 +793	+3%	+$111K	0.29%	76
2020 Q2	$2.75M	Buy	22,943 +6,010	+35%	+$720K	0.27%	80
2020 Q1	$1.92M	Buy	16,933 +156	+0.9%	+$17.7K	0.26%	94
2019 Q4	$1.99M	Buy	16,777 +4,525	+37%	+$538K	0.21%	119
2019 Q3	$1.45M	Buy	12,252 +579	+5%	+$68.7K	0.19%	132
2019 Q2	$1.29M	Buy	11,673 +2,936	+34%	+$324K	0.17%	152
2019 Q1	$852K	Sell	8,737 -1,850	-17%	-$180K	0.13%	195
2018 Q4	$986K	Buy	10,587 +1,710	+19%	+$159K	0.19%	131
2018 Q3	$834K	Buy	8,877 +1,327	+18%	+$125K	0.13%	197
2018 Q2	$647K	Sell	7,550 -163	-2%	-$14K	0.15%	204
2018 Q1	$686K	Buy	7,713 +2,842	+58%	+$253K	0.17%	194
2017 Q4	$481K	Buy	+4,871	New	+$481K	0.18%	158