Plante Moran Financial 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 | $495K | Buy |
5,064
+82
| +2% | +$8.02K | 0.03% | 86 |
|
|
2025
Q1 | $437K | Buy |
4,982
+600
| +14% | +$52.7K | 0.04% | 92 |
|
|
2024
Q4 | $396K | Sell |
4,382
-227
| -5% | -$20.5K | 0.03% | 101 |
|
|
2024
Q3 | $372K | Sell |
4,609
-23
| -0.5% | -$1.86K | 0.03% | 110 |
|
|
2024
Q2 | $314K | Sell |
4,632
-186
| -4% | -$12.6K | 0.03% | 122 |
|
|
2024
Q1 | $290K | Sell |
4,818
-1,464
| -23% | -$88.1K | 0.03% | 129 |
|
|
2023
Q4 | $330K | Sell |
6,282
-993
| -14% | -$52.2K | 0.03% | 115 |
|
|
2023
Q3 | $388K | Sell |
7,275
-165
| -2% | -$8.8K | 0.05% | 93 |
|
|
2023
Q2 | $390K | Sell |
7,440
-33
| -0.4% | -$1.73K | 0.05% | 94 |
|
|
2023
Q1 | $367K | Sell |
7,473
-180
| -2% | -$8.85K | 0.05% | 96 |
|
|
2022
Q4 | $362K | Buy |
7,653
+99
| +1% | +$4.68K | 0.05% | 100 |
|
|
2022
Q3 | $327K | Sell |
7,554
-852
| -10% | -$36.9K | 0.06% | 102 |
|
|
2022
Q2 | $341K | Sell |
8,406
-189
| -2% | -$7.67K | 0.06% | 105 |
|
|
2022
Q1 | $427K | Sell |
8,595
-1,020
| -11% | -$50.7K | 0.08% | 99 |
|
|
2021
Q4 | $464K | Sell |
9,615
-678
| -7% | -$32.7K | 0.08% | 92 |
|
|
2021
Q3 | $478K | Buy |
10,293
+2,250
| +28% | +$104K | 0.11% | 91 |
|
|
2021
Q2 | $378K | Sell |
8,043
-3,477
| -30% | -$163K | 0.09% | 107 |
|
|
2021
Q1 | $522K | Buy |
11,520
+168
| +1% | +$7.61K | 0.14% | 77 |
|
|
2020
Q4 | $545K | Sell |
11,352
-1,800
| -14% | -$86.4K | 0.17% | 73 |
|
|
2020
Q3 | $613K | Buy |
13,152
+336
| +3% | +$15.7K | 0.22% | 62 |
|
|
2020
Q2 | $512K | Sell |
12,816
-1,518
| -11% | -$60.6K | 0.2% | 69 |
|
|
2020
Q1 | $543K | Sell |
14,334
-1,371
| -9% | -$51.9K | 0.25% | 60 |
|
|
2019
Q4 | $622K | Sell |
15,705
-318
| -2% | -$12.6K | 0.22% | 69 |
|
|
2019
Q3 | $634K | Sell |
16,023
-2,334
| -13% | -$92.4K | 0.18% | 74 |
|
|
2019
Q2 | $676K | Buy |
18,357
+2,556
| +16% | +$94.1K | 0.21% | 64 |
|
|
2019
Q1 | $514K | Hold |
15,801
| – | – | 0.16% | 77 |
|
|
2018
Q4 | $491K | Buy |
15,801
+1,275
| +9% | +$39.6K | 0.17% | 74 |
|
|
2018
Q3 | $455K | Sell |
14,526
-4,350
| -23% | -$136K | 0.15% | 82 |
|
|
2018
Q2 | $539K | Buy |
18,876
+1,218
| +7% | +$34.8K | 0.27% | 67 |
|
|
2018
Q1 | $524K | Buy |
17,658
+768
| +5% | +$22.8K | 0.28% | 67 |
|
|
2017
Q4 | $556K | Buy |
16,890
+102
| +0.6% | +$3.36K | 0.31% | 64 |
|
|
2017
Q3 | $437K | Buy |
16,788
+567
| +3% | +$14.8K | 0.26% | 74 |
|
|
2017
Q2 | $409K | Sell |
16,221
-1,530
| -9% | -$38.6K | 0.26% | 75 |
|
|
2017
Q1 | $426K | Sell |
17,751
-1,446
| -8% | -$34.7K | 0.26% | 81 |
|
|
2016
Q4 | $442K | Buy |
19,197
+2,238
| +13% | +$51.5K | 0.28% | 73 |
|
|
2016
Q3 | $408K | Buy |
16,959
+6,870
| +68% | +$165K | 0.28% | 79 |
|
|
2016
Q2 | $246K | Buy |
10,089
+885
| +10% | +$21.6K | 0.18% | 99 |
|
|
2016
Q1 | $210K | Sell |
9,204
-8,646
| -48% | -$197K | 0.16% | 102 |
|
|
2015
Q4 | $365K | Sell |
17,850
-1,845
| -9% | -$37.7K | 0.27% | 72 |
|
|
2015
Q3 | $426K | Sell |
19,695
-693
| -3% | -$15K | 0.34% | 63 |
|
|
2015
Q2 | $482K | Sell |
20,388
-2,262
| -10% | -$53.5K | 0.34% | 60 |
|
|
2015
Q1 | $621K | Buy |
22,650
+528
| +2% | +$14.5K | 0.43% | 52 |
|
|
2014
Q4 | $633K | Buy |
22,122
+4,545
| +26% | +$130K | 0.47% | 46 |
|
|
2014
Q3 | $448K | Sell |
17,577
-1,413
| -7% | -$36K | 0.39% | 56 |
|
|
2014
Q2 | $475K | Buy |
18,990
+5,577
| +42% | +$139K | 0.43% | 54 |
|
|
2014
Q1 | $342K | Buy |
13,413
+336
| +3% | +$8.57K | 0.37% | 53 |
|
|
2013
Q4 | $343K | Hold |
13,077
| – | – | 0.19% | 64 |
|
|
2013
Q3 | $322K | Buy |
13,077
+21
| +0.2% | +$517 | 0.2% | 57 |
|
|
2013
Q2 | $324K | Buy |
+13,056
| New | +$324K | 0.24% | 49 |
|