Prudent Man 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 | $2.25M | Buy |
23,040
+8,163
| +55% | +$798K | 0.72% | 27 |
|
|
2025
Q1 | $1.31M | Buy |
14,877
+501
| +3% | +$44K | 0.47% | 40 |
|
|
2024
Q4 | $1.3M | Sell |
14,376
-1,059
| -7% | -$95.7K | 0.47% | 41 |
|
|
2024
Q3 | $1.25M | Sell |
15,435
-467
| -3% | -$37.7K | 0.42% | 52 |
|
|
2024
Q2 | $1.08M | Buy |
15,902
+617
| +4% | +$41.8K | 0.38% | 59 |
|
|
2024
Q1 | $920K | Sell |
15,285
-699
| -4% | -$42.1K | 0.35% | 72 |
|
|
2023
Q4 | $840K | Sell |
15,984
-342
| -2% | -$18K | 0.31% | 69 |
|
|
2023
Q3 | $870K | Sell |
16,326
-747
| -4% | -$39.8K | 0.35% | 67 |
|
|
2023
Q2 | $895K | Sell |
17,073
-327
| -2% | -$17.1K | 0.34% | 63 |
|
|
2023
Q1 | $855K | Sell |
17,400
-33
| -0.2% | -$1.62K | 0.33% | 65 |
|
|
2022
Q4 | $824K | Buy |
17,433
+7,845
| +82% | +$371K | 0.33% | 67 |
|
|
2022
Q3 | $415K | Sell |
9,588
-54
| -0.6% | -$2.34K | 0.2% | 105 |
|
|
2022
Q2 | $391K | Sell |
9,642
-66
| -0.7% | -$2.68K | 0.18% | 109 |
|
|
2022
Q1 | $482K | Sell |
9,708
-390
| -4% | -$19.4K | 0.2% | 96 |
|
|
2021
Q4 | $487K | Sell |
10,098
-126
| -1% | -$6.08K | 0.19% | 103 |
|
|
2021
Q3 | $475K | Sell |
10,224
-132
| -1% | -$6.13K | 0.18% | 105 |
|
|
2021
Q2 | $487K | Buy |
10,356
+477
| +5% | +$22.4K | 0.19% | 102 |
|
|
2021
Q1 | $447K | Buy |
9,879
+273
| +3% | +$12.4K | 0.19% | 96 |
|
|
2020
Q4 | $462K | Sell |
9,606
-66
| -0.7% | -$3.17K | 0.19% | 91 |
|
|
2020
Q3 | $451K | Buy |
9,672
+165
| +2% | +$7.69K | 0.24% | 85 |
|
|
2020
Q2 | $380K | Buy |
+9,507
| New | +$380K | 0.34% | 79 |
|