Private Wealth Advisors (California)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
8,967
-187
| -2% | -$18.3K | 0.32% | 55 |
|
|
2025
Q1 | $804K | Buy |
9,154
+286
| +3% | +$25.1K | 0.29% | 52 |
|
|
2024
Q4 | $801K | Sell |
8,868
-120
| -1% | -$10.8K | 0.31% | 49 |
|
|
2024
Q3 | $730K | Buy |
8,988
+18
| +0.2% | +$1.46K | 0.28% | 52 |
|
|
2024
Q2 | $605K | Buy |
8,970
+32
| +0.4% | +$2.16K | 0.23% | 53 |
|
|
2024
Q1 | $538K | Buy |
8,938
+19
| +0.2% | +$1.14K | 0.22% | 56 |
|
|
2023
Q4 | $469K | Sell |
8,919
-816
| -8% | -$42.9K | 0.18% | 52 |
|
|
2023
Q3 | $519K | Sell |
9,735
-3
| -0% | -$160 | 0.22% | 52 |
|
|
2023
Q2 | $510K | Sell |
9,738
-9
| -0.1% | -$471 | 0.21% | 53 |
|
|
2023
Q1 | $479K | Sell |
9,747
-9
| -0.1% | -$442 | 0.2% | 55 |
|
|
2022
Q4 | $461K | Sell |
9,756
-18
| -0.2% | -$851 | 0.16% | 58 |
|
|
2022
Q3 | $423K | Buy |
9,774
+6
| +0.1% | +$260 | 0.2% | 54 |
|
|
2022
Q2 | $423K | Sell |
9,768
-60
| -0.6% | -$2.6K | 0.16% | 57 |
|
|
2022
Q1 | $488K | Sell |
9,828
-18
| -0.2% | -$894 | 0.16% | 58 |
|
|
2021
Q4 | $475K | Sell |
9,846
-642
| -6% | -$31K | 0.1% | 59 |
|
|
2021
Q3 | $507K | Buy |
10,488
+27
| +0.3% | +$1.31K | 0.12% | 68 |
|
|
2021
Q2 | $492K | Buy |
10,461
+54
| +0.5% | +$2.54K | 0.15% | 64 |
|
|
2021
Q1 | $471K | Sell |
10,407
-3,600
| -26% | -$163K | 0.16% | 61 |
|
|
2020
Q4 | $688K | Buy |
14,007
+30
| +0.2% | +$1.47K | 0.24% | 47 |
|
|
2020
Q3 | $652K | Hold |
13,977
| – | – | 0.34% | 39 |
|
|
2020
Q2 | $558K | Sell |
13,977
-78
| -0.6% | -$3.11K | 0.39% | 31 |
|
|
2020
Q1 | $532K | Sell |
14,055
-2,508
| -15% | -$94.9K | 0.44% | 35 |
|
|
2019
Q4 | $656K | Sell |
16,563
-375
| -2% | -$14.9K | 0.38% | 50 |
|
|
2019
Q3 | $670K | Buy |
16,938
+132
| +0.8% | +$5.22K | 0.44% | 38 |
|
|
2019
Q2 | $546K | Hold |
16,806
| – | – | 0.37% | 40 |
|
|
2019
Q1 | $546K | Buy |
16,806
+222
| +1% | +$7.21K | 0.37% | 40 |
|
|
2018
Q4 | $515K | Buy |
+16,584
| New | +$515K | 0.42% | 38 |
|