Physician 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 | $1.29M | Buy |
13,205
+1,234
| +10% | +$121K | 0.2% | 59 |
|
|
2025
Q1 | $1.05M | Buy |
11,971
+628
| +6% | +$55.1K | 0.18% | 62 |
|
|
2024
Q4 | $1.02M | Sell |
11,343
-55
| -0.5% | -$4.97K | 0.17% | 67 |
|
|
2024
Q3 | $931K | Buy |
11,398
+52
| +0.5% | +$4.25K | 0.17% | 68 |
|
|
2024
Q2 | $794K | Buy |
11,346
+633
| +6% | +$44.3K | 0.15% | 75 |
|
|
2024
Q1 | $641K | Buy |
10,713
+318
| +3% | +$19K | 0.13% | 79 |
|
|
2023
Q4 | $563K | Sell |
10,395
-312
| -3% | -$16.9K | 0.13% | 81 |
|
|
2023
Q3 | $556K | Buy |
10,707
+3
| +0% | +$156 | 0.14% | 73 |
|
|
2023
Q2 | $564K | Buy |
10,704
+69
| +0.6% | +$3.64K | 0.14% | 71 |
|
|
2023
Q1 | $532K | Buy |
10,635
+6
| +0.1% | +$300 | 0.14% | 72 |
|
|
2022
Q4 | $507K | Buy |
10,629
+3
| +0% | +$143 | 0.14% | 77 |
|
|
2022
Q3 | $471K | Buy |
10,626
+6
| +0.1% | +$266 | 0.14% | 73 |
|
|
2022
Q2 | $469K | Buy |
10,620
+6
| +0.1% | +$265 | 0.14% | 81 |
|
|
2022
Q1 | $547K | Buy |
10,614
+243
| +2% | +$12.5K | 0.15% | 81 |
|
|
2021
Q4 | $501K | Buy |
10,371
+6
| +0.1% | +$290 | 0.13% | 86 |
|
|
2021
Q3 | $486K | Buy |
10,365
+423
| +4% | +$19.8K | 0.13% | 87 |
|
|
2021
Q2 | $468K | Buy |
9,942
+24
| +0.2% | +$1.13K | 0.13% | 86 |
|
|
2021
Q1 | $461K | Buy |
9,918
+3
| +0% | +$139 | 0.15% | 83 |
|
|
2020
Q4 | $455K | Sell |
9,915
-24
| -0.2% | -$1.1K | 0.15% | 82 |
|
|
2020
Q3 | $465K | Buy |
9,939
+390
| +4% | +$18.2K | 0.19% | 73 |
|
|
2020
Q2 | $420K | Buy |
9,549
+213
| +2% | +$9.37K | 0.17% | 79 |
|
|
2020
Q1 | $410K | Buy |
9,336
+66
| +0.7% | +$2.9K | 0.2% | 64 |
|
|
2019
Q4 | $358K | Sell |
9,270
-45
| -0.5% | -$1.74K | 0.16% | 79 |
|
|
2019
Q3 | $369K | Buy |
+9,315
| New | +$369K | 0.18% | 70 |
|