Personal Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $112M | Buy |
2,363,388
+42,978
| +2% | +$2.03M | 0.54% | 32 |
|
|
2022
Q3 | $100M | Buy |
2,320,410
+78,417
| +3% | +$3.39M | 0.54% | 32 |
|
|
2022
Q2 | $90.9M | Buy |
2,241,993
+69,483
| +3% | +$2.82M | 0.48% | 38 |
|
|
2022
Q1 | $108M | Buy |
2,172,510
+89,547
| +4% | +$4.45M | 0.5% | 37 |
|
|
2021
Q4 | $101M | Buy |
2,082,963
+77,664
| +4% | +$3.75M | 0.46% | 44 |
|
|
2021
Q3 | $93.2M | Buy |
2,005,299
+100,026
| +5% | +$4.65M | 0.47% | 39 |
|
|
2021
Q2 | $89.6M | Buy |
1,905,273
+179,439
| +10% | +$8.43M | 0.47% | 38 |
|
|
2021
Q1 | $78.1M | Buy |
1,725,834
+151,083
| +10% | +$6.84M | 0.45% | 41 |
|
|
2020
Q4 | $75.7M | Buy |
1,574,751
+57,369
| +4% | +$2.76M | 0.48% | 39 |
|
|
2020
Q3 | $70.8M | Buy |
1,517,382
+32,154
| +2% | +$1.5M | 0.53% | 33 |
|
|
2020
Q2 | $59.3M | Buy |
1,485,228
+47,046
| +3% | +$1.88M | 0.49% | 38 |
|
|
2020
Q1 | $54.7M | Buy |
1,438,182
+32,067
| +2% | +$1.22M | 0.54% | 31 |
|
|
2019
Q4 | $55.7M | Buy |
1,406,115
+34,428
| +3% | +$1.36M | 0.47% | 42 |
|
|
2019
Q3 | $54.3M | Buy |
1,371,687
+34,797
| +3% | +$1.38M | 0.52% | 36 |
|
|
2019
Q2 | $49.2M | Buy |
1,336,890
+53,805
| +4% | +$1.98M | 0.5% | 37 |
|
|
2019
Q1 | $41.7M | Buy |
1,283,085
+53,550
| +4% | +$1.74M | 0.47% | 47 |
|
|
2018
Q4 | $38.2M | Buy |
1,229,535
+3,684
| +0.3% | +$114K | 0.51% | 43 |
|
|
2018
Q3 | $38.4M | Buy |
1,225,851
+68,097
| +6% | +$2.13M | 0.49% | 46 |
|
|
2018
Q2 | $33.1M | Buy |
1,157,754
+106,806
| +10% | +$3.05M | 0.47% | 48 |
|
|
2018
Q1 | $31.2M | Buy |
1,050,948
+72,240
| +7% | +$2.14M | 0.49% | 47 |
|
|
2017
Q4 | $32.2M | Buy |
978,708
+50,907
| +5% | +$1.68M | 0.55% | 44 |
|
|
2017
Q3 | $24.2M | Buy |
927,801
+52,086
| +6% | +$1.36M | 0.47% | 56 |
|
|
2017
Q2 | $22.1M | Sell |
875,715
-234,246
| -21% | -$5.91M | 0.48% | 56 |
|
|
2017
Q1 | $26.2M | Buy |
1,109,961
+133,479
| +14% | +$3.15M | 0.66% | 45 |
|
|
2016
Q4 | $22.5M | Buy |
976,482
+111,786
| +13% | +$2.58M | 0.67% | 54 |
|
|
2016
Q3 | $20.4M | Buy |
864,696
+93,639
| +12% | +$2.21M | 0.69% | 45 |
|
|
2016
Q2 | $18.8M | Buy |
771,057
+97,521
| +14% | +$2.37M | 0.72% | 40 |
|
|
2016
Q1 | $15.4M | Buy |
673,536
+172,944
| +35% | +$3.95M | 0.71% | 48 |
|
|
2015
Q4 | $10.2M | Buy |
500,592
+11,691
| +2% | +$239K | 0.56% | 60 |
|
|
2015
Q3 | $10.6M | Buy |
488,901
+77,001
| +19% | +$1.66M | 0.69% | 53 |
|
|
2015
Q2 | $9.84M | Buy |
411,900
+68,148
| +20% | +$1.63M | 0.68% | 57 |
|
|
2015
Q1 | $9.43M | Buy |
343,752
+56,385
| +20% | +$1.55M | 0.76% | 40 |
|
|
2014
Q4 | $8.23M | Buy |
287,367
+52,167
| +22% | +$1.49M | 0.84% | 36 |
|
|
2014
Q3 | $6M | Buy |
235,200
+53,505
| +29% | +$1.36M | 0.77% | 48 |
|
|
2014
Q2 | $4.55M | Buy |
181,695
+46,851
| +35% | +$1.17M | 0.75% | 72 |
|
|
2014
Q1 | $3.44M | Buy |
134,844
+39,384
| +41% | +$1M | 0.77% | 65 |
|
|
2013
Q4 | $2.5M | Buy |
+95,460
| New | +$2.5M | 0.79% | 61 |
|