Peterson 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 | $934K | Sell |
9,548
-1
| -0% | -$98 | 0.15% | 43 |
|
|
2025
Q1 | $800K | Sell |
9,549
-369
| -4% | -$30.9K | 0.15% | 40 |
|
|
2024
Q4 | $900K | Buy |
9,918
+53
| +0.5% | +$4.81K | 0.16% | 35 |
|
|
2024
Q3 | $797K | Buy |
9,865
+349
| +4% | +$28.2K | 0.15% | 39 |
|
|
2024
Q2 | $644K | Hold |
9,516
| – | – | 0.14% | 42 |
|
|
2024
Q1 | $573K | Sell |
9,516
-534
| -5% | -$32.1K | 0.12% | 44 |
|
|
2023
Q4 | $528K | Sell |
10,050
-3
| -0% | -$158 | 0.13% | 43 |
|
|
2023
Q3 | $536K | Sell |
10,053
-111
| -1% | -$5.92K | 0.14% | 40 |
|
|
2023
Q2 | $536K | Buy |
10,164
+24
| +0.2% | +$1.27K | 0.14% | 40 |
|
|
2023
Q1 | $498K | Sell |
10,140
-714
| -7% | -$35.1K | 0.14% | 44 |
|
|
2022
Q4 | $513K | Sell |
10,854
-57
| -0.5% | -$2.69K | 0.15% | 40 |
|
|
2022
Q3 | $472K | Buy |
10,911
+171
| +2% | +$7.4K | 0.16% | 41 |
|
|
2022
Q2 | $435K | Hold |
10,740
| – | – | 0.14% | 41 |
|
|
2022
Q1 | $533K | Sell |
10,740
-672
| -6% | -$33.4K | 0.16% | 42 |
|
|
2021
Q4 | $550K | Buy |
11,412
+39
| +0.3% | +$1.88K | 0.16% | 41 |
|
|
2021
Q3 | $528K | Hold |
11,373
| – | – | 0.17% | 38 |
|
|
2021
Q2 | $535K | Sell |
11,373
-1,443
| -11% | -$67.9K | 0.19% | 36 |
|
|
2021
Q1 | $580K | Buy |
12,816
+30
| +0.2% | +$1.36K | 0.24% | 30 |
|
|
2020
Q4 | $614K | Buy |
+12,786
| New | +$614K | 0.27% | 27 |
|