Phoenix 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 | $3.72M | Sell |
38,016
-2,842
| -7% | -$278K | 1.56% | 17 |
|
|
2025
Q1 | $3.59M | Sell |
40,858
-5,266
| -11% | -$462K | 1.56% | 16 |
|
|
2024
Q4 | $4.17M | Sell |
46,124
-1,841
| -4% | -$166K | 1.81% | 14 |
|
|
2024
Q3 | $3.87M | Sell |
47,965
-9,514
| -17% | -$768K | 1.8% | 12 |
|
|
2024
Q2 | $3.89M | Sell |
57,479
-746
| -1% | -$50.5K | 1.95% | 11 |
|
|
2024
Q1 | $3.5M | Buy |
58,225
+12,829
| +28% | +$772K | 2.13% | 13 |
|
|
2023
Q4 | $2.41M | Sell |
45,396
-354
| -0.8% | -$18.8K | 1.68% | 23 |
|
|
2023
Q3 | $2.44M | Buy |
45,750
+855
| +2% | +$45.6K | 1.43% | 18 |
|
|
2023
Q2 | $2.35M | Buy |
44,895
+14,382
| +47% | +$754K | 1.37% | 22 |
|
|
2023
Q1 | $1.5M | Buy |
30,513
+1,578
| +5% | +$77.6K | 0.93% | 27 |
|
|
2022
Q4 | $1.37M | Buy |
28,935
+2,592
| +10% | +$123K | 0.82% | 31 |
|
|
2022
Q3 | $1.14M | Buy |
26,343
+1,098
| +4% | +$47.5K | 1.14% | 31 |
|
|
2022
Q2 | $1.02M | Buy |
25,245
+2,256
| +10% | +$91.4K | 1.01% | 30 |
|
|
2022
Q1 | $1.19M | Buy |
22,989
+3,195
| +16% | +$165K | 1.23% | 23 |
|
|
2021
Q4 | $955K | Buy |
19,794
+4,998
| +34% | +$241K | 0.72% | 37 |
|
|
2021
Q3 | $687K | Buy |
14,796
+333
| +2% | +$15.5K | 0.51% | 53 |
|
|
2021
Q2 | $675K | Buy |
14,463
+408
| +3% | +$19K | 0.49% | 61 |
|
|
2021
Q1 | $635K | Sell |
14,055
-3,216
| -19% | -$145K | 0.49% | 49 |
|
|
2020
Q4 | $830K | Buy |
+17,271
| New | +$830K | 0.63% | 41 |
|