Pinnacle Family 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 | $647K | Buy |
6,638
+67
| +1% | +$6.53K | 0.31% | 58 |
|
|
2025
Q1 | $577K | Sell |
6,571
-197
| -3% | -$17.3K | 0.31% | 59 |
|
|
2024
Q4 | $612K | Buy |
6,768
+1,334
| +25% | +$121K | 0.3% | 57 |
|
|
2024
Q3 | $439K | Buy |
5,434
+804
| +17% | +$64.9K | 0.23% | 80 |
|
|
2024
Q2 | $313K | Sell |
4,630
-1,265
| -21% | -$85.6K | 0.17% | 87 |
|
|
2024
Q1 | $355K | Buy |
5,895
+780
| +15% | +$46.9K | 0.19% | 70 |
|
|
2023
Q4 | $269K | Sell |
5,115
-261
| -5% | -$13.7K | 0.16% | 79 |
|
|
2023
Q3 | $287K | Sell |
5,376
-645
| -11% | -$34.4K | 0.16% | 69 |
|
|
2023
Q2 | $315K | Buy |
6,021
+255
| +4% | +$13.4K | 0.17% | 79 |
|
|
2023
Q1 | $283K | Sell |
5,766
-1,245
| -18% | -$61.2K | 0.17% | 81 |
|
|
2022
Q4 | $331K | Buy |
7,011
+642
| +10% | +$30.3K | 0.24% | 72 |
|
|
2022
Q3 | $275K | Sell |
6,369
-243
| -4% | -$10.5K | 0.24% | 69 |
|
|
2022
Q2 | $268K | Sell |
6,612
-75
| -1% | -$3.04K | 0.22% | 76 |
|
|
2022
Q1 | $332K | Buy |
6,687
+246
| +4% | +$12.2K | 0.18% | 94 |
|
|
2021
Q4 | $311K | Buy |
6,441
+705
| +12% | +$34K | 0.14% | 83 |
|
|
2021
Q3 | $267K | Sell |
5,736
-1,512
| -21% | -$70.4K | 0.12% | 114 |
|
|
2021
Q2 | $341K | Sell |
7,248
-3,189
| -31% | -$150K | 0.15% | 92 |
|
|
2021
Q1 | $472K | Sell |
10,437
-7,779
| -43% | -$352K | 0.25% | 67 |
|
|
2020
Q4 | $875K | Buy |
18,216
+12,036
| +195% | +$578K | 0.54% | 43 |
|
|
2020
Q3 | $288K | Sell |
6,180
-39
| -0.6% | -$1.82K | 0.19% | 54 |
|
|
2020
Q2 | $248K | Sell |
6,219
-5,472
| -47% | -$218K | 0.22% | 57 |
|
|
2020
Q1 | $446K | Buy |
11,691
+111
| +1% | +$4.24K | 0.54% | 38 |
|
|
2019
Q4 | $459K | Sell |
11,580
-18
| -0.2% | -$713 | 0.41% | 43 |
|
|
2019
Q3 | $459K | Sell |
11,598
-102
| -0.9% | -$4.04K | 0.41% | 44 |
|
|
2019
Q2 | $431K | Sell |
11,700
-2,823
| -19% | -$104K | 0.36% | 50 |
|
|
2019
Q1 | $472K | Buy |
14,523
+1,650
| +13% | +$53.6K | 0.42% | 45 |
|
|
2018
Q4 | $400K | Sell |
12,873
-399
| -3% | -$12.4K | 0.27% | 46 |
|
|
2018
Q3 | $415K | Sell |
13,272
-3,081
| -19% | -$96.3K | 0.22% | 50 |
|
|
2018
Q2 | $467K | Buy |
16,353
+8,511
| +109% | +$243K | 0.25% | 50 |
|
|
2018
Q1 | $233K | Buy |
+7,842
| New | +$233K | 0.13% | 59 |
|