Professional 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 | $2.01M | Sell |
20,590
-2,124
| -9% | -$208K | 0.47% | 39 |
|
2025
Q1 | $1.99M | Buy |
22,714
+42
| +0.2% | +$3.69K | 0.51% | 31 |
|
2024
Q4 | $2.05M | Buy |
22,672
+833
| +4% | +$75.3K | 0.52% | 33 |
|
2024
Q3 | $1.76M | Buy |
21,839
+137
| +0.6% | +$11.1K | 0.46% | 36 |
|
2024
Q2 | $1.47M | Buy |
21,702
+284
| +1% | +$19.2K | 0.41% | 41 |
|
2024
Q1 | $1.29M | Sell |
21,418
-101
| -0.5% | -$6.08K | 0.37% | 47 |
|
2023
Q4 | $1.13M | Buy |
21,519
+492
| +2% | +$25.9K | 0.37% | 45 |
|
2023
Q3 | $1.12M | Buy |
21,027
+18
| +0.1% | +$960 | 0.51% | 38 |
|
2023
Q2 | $1.1M | Buy |
21,009
+462
| +2% | +$24.2K | 0.57% | 33 |
|
2023
Q1 | $1.02M | Sell |
20,547
-495
| -2% | -$24.6K | 0.6% | 34 |
|
2022
Q4 | $994K | Hold |
21,042
| – | – | 0.67% | 29 |
|
2022
Q3 | $910K | Buy |
21,042
+132
| +0.6% | +$5.71K | 0.56% | 33 |
|
2022
Q2 | $847K | Buy |
20,910
+363
| +2% | +$14.7K | 0.47% | 45 |
|
2022
Q1 | $1.02M | Buy |
20,547
+2,409
| +13% | +$120K | 0.44% | 43 |
|
2021
Q4 | $875K | Hold |
18,138
| – | – | 0.38% | 48 |
|
2021
Q3 | $843K | Sell |
18,138
-390
| -2% | -$18.1K | 0.48% | 39 |
|
2021
Q2 | $848K | Buy |
18,528
+345
| +2% | +$15.8K | 0.47% | 42 |
|
2021
Q1 | $823K | Sell |
18,183
-531
| -3% | -$24K | 0.51% | 42 |
|
2020
Q4 | $899K | Buy |
18,714
+12
| +0.1% | +$576 | 0.71% | 36 |
|
2020
Q3 | $865K | Buy |
18,702
+2,994
| +19% | +$138K | 0.81% | 33 |
|
2020
Q2 | $627K | Buy |
15,708
+390
| +3% | +$15.6K | 0.82% | 34 |
|
2020
Q1 | $621K | Buy |
15,318
+2,352
| +18% | +$95.4K | 1.12% | 23 |
|
2019
Q4 | $514K | Buy |
+12,966
| New | +$514K | 0.49% | 50 |
|