Pacific Capital 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 | $529K | Sell |
5,328
-90
| -2% | -$8.94K | 0.1% | 48 |
|
|
2025
Q1 | $476K | Hold |
5,418
| – | – | 0.08% | 54 |
|
|
2024
Q4 | $490K | Sell |
5,418
-679
| -11% | -$61.3K | 0.08% | 50 |
|
|
2024
Q3 | $492K | Sell |
6,097
-245
| -4% | -$19.8K | 0.08% | 52 |
|
|
2024
Q2 | $429K | Buy |
6,342
+847
| +15% | +$57.4K | 0.08% | 49 |
|
|
2024
Q1 | $331K | Buy |
5,495
+647
| +13% | +$38.9K | 0.08% | 51 |
|
|
2023
Q4 | $255K | Hold |
4,848
| – | – | 0.06% | 54 |
|
|
2023
Q3 | $258K | Hold |
4,848
| – | – | 0.07% | 58 |
|
|
2023
Q2 | $254K | Hold |
4,848
| – | – | 0.06% | 58 |
|
|
2023
Q1 | $238K | Hold |
4,848
| – | – | 0.06% | 73 |
|
|
2022
Q4 | $229K | Hold |
4,848
| – | – | 0.06% | 81 |
|
|
2022
Q3 | $210K | Buy |
+4,848
| New | +$210K | 0.06% | 78 |
|
|
2022
Q2 | – | Sell |
-4,848
| Closed | -$241K | – | 93 |
|
|
2022
Q1 | $241K | Buy |
4,848
+636
| +15% | +$31.6K | 0.07% | 83 |
|
|
2021
Q4 | $203K | Sell |
4,212
-243
| -5% | -$11.7K | 0.06% | 91 |
|
|
2021
Q3 | $207K | Buy |
4,455
+54
| +1% | +$2.51K | 0.07% | 81 |
|
|
2021
Q2 | $207K | Buy |
+4,401
| New | +$207K | 0.1% | 75 |
|
|
2021
Q1 | – | Sell |
-4,584
| Closed | -$220K | – | 69 |
|
|
2020
Q4 | $220K | Hold |
4,584
| – | – | 0.13% | 64 |
|
|
2020
Q3 | $214K | Buy |
+4,584
| New | +$214K | 0.13% | 61 |
|