PFG 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 | $3.62M | Buy |
37,053
+4,369
| +13% | +$427K | 0.17% | 125 |
|
|
2025
Q1 | $2.87M | Buy |
32,684
+1,308
| +4% | +$115K | 0.16% | 162 |
|
|
2024
Q4 | $2.83M | Sell |
31,376
-3,255
| -9% | -$294K | 0.17% | 142 |
|
|
2024
Q3 | $2.8M | Sell |
34,631
-3,462
| -9% | -$280K | 0.18% | 139 |
|
|
2024
Q2 | $2.58M | Buy |
38,093
+4,545
| +14% | +$308K | 0.17% | 148 |
|
|
2024
Q1 | $2.02M | Buy |
33,548
+6,677
| +25% | +$402K | 0.15% | 169 |
|
|
2023
Q4 | $1.41M | Buy |
26,871
+30
| +0.1% | +$1.58K | 0.11% | 212 |
|
|
2023
Q3 | $1.43M | Sell |
26,841
-3,390
| -11% | -$181K | 0.13% | 187 |
|
|
2023
Q2 | $1.58M | Sell |
30,231
-288
| -0.9% | -$15.1K | 0.12% | 203 |
|
|
2023
Q1 | $1.5M | Sell |
30,519
-654
| -2% | -$32.1K | 0.13% | 200 |
|
|
2022
Q4 | $1.47M | Buy |
31,173
+6,834
| +28% | +$323K | 0.14% | 186 |
|
|
2022
Q3 | $1.05M | Buy |
24,339
+2,157
| +10% | +$93.2K | 0.12% | 219 |
|
|
2022
Q2 | $899K | Buy |
22,182
+315
| +1% | +$12.8K | 0.1% | 184 |
|
|
2022
Q1 | $1.09M | Buy |
21,867
+1,113
| +5% | +$55.3K | 0.11% | 185 |
|
|
2021
Q4 | $1M | Sell |
20,754
-45
| -0.2% | -$2.17K | 0.1% | 250 |
|
|
2021
Q3 | $966K | Sell |
20,799
-393
| -2% | -$18.3K | 0.11% | 243 |
|
|
2021
Q2 | $996K | Sell |
21,192
-771
| -4% | -$36.2K | 0.11% | 224 |
|
|
2021
Q1 | $994K | Buy |
21,963
+2,118
| +11% | +$95.9K | 0.13% | 212 |
|
|
2020
Q4 | $954K | Buy |
19,845
+441
| +2% | +$21.2K | 0.16% | 164 |
|
|
2020
Q3 | $911K | Buy |
19,404
+1,356
| +8% | +$63.7K | 0.18% | 152 |
|
|
2020
Q2 | $786K | Buy |
18,048
+2,556
| +16% | +$111K | 0.18% | 147 |
|
|
2020
Q1 | $671K | Buy |
15,492
+3,039
| +24% | +$132K | 0.18% | 146 |
|
|
2019
Q4 | $482K | Sell |
12,453
-195
| -2% | -$7.55K | 0.12% | 193 |
|
|
2019
Q3 | $501K | Buy |
12,648
+2,160
| +21% | +$85.6K | 0.14% | 175 |
|
|
2019
Q2 | $395K | Buy |
+10,488
| New | +$395K | 0.11% | 215 |
|