Pure 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 | $4.98M | Buy |
50,959
+12,991
| +34% | +$1.27M | 0.09% | 103 |
|
2025
Q1 | $3.33M | Buy |
37,968
+6,224
| +20% | +$546K | 0.07% | 100 |
|
2024
Q4 | $2.87M | Buy |
31,744
+3,875
| +14% | +$350K | 0.07% | 98 |
|
2024
Q3 | $2.25M | Buy |
27,869
+4,174
| +18% | +$337K | 0.05% | 108 |
|
2024
Q2 | $1.6M | Buy |
23,695
+1,296
| +6% | +$87.8K | 0.04% | 122 |
|
2024
Q1 | $1.35M | Buy |
22,399
+3,046
| +16% | +$183K | 0.04% | 132 |
|
2023
Q4 | $1.02M | Buy |
19,353
+3,546
| +22% | +$186K | 0.04% | 144 |
|
2023
Q3 | $843K | Buy |
15,807
+2,700
| +21% | +$144K | 0.03% | 138 |
|
2023
Q2 | $687K | Buy |
13,107
+204
| +2% | +$10.7K | 0.03% | 141 |
|
2023
Q1 | $634K | Sell |
12,903
-36
| -0.3% | -$1.77K | 0.03% | 146 |
|
2022
Q4 | $612K | Buy |
12,939
+408
| +3% | +$19.3K | 0.03% | 142 |
|
2022
Q3 | $542K | Buy |
12,531
+801
| +7% | +$34.6K | 0.03% | 146 |
|
2022
Q2 | $475K | Sell |
11,730
-1,182
| -9% | -$47.9K | 0.03% | 161 |
|
2022
Q1 | $641K | Buy |
12,912
+5,655
| +78% | +$281K | 0.03% | 138 |
|
2021
Q4 | $350K | Buy |
7,257
+351
| +5% | +$16.9K | 0.02% | 152 |
|
2021
Q3 | $321K | Buy |
6,906
+27
| +0.4% | +$1.26K | 0.02% | 145 |
|
2021
Q2 | $323K | Sell |
6,879
-162
| -2% | -$7.61K | 0.03% | 149 |
|
2021
Q1 | $319K | Buy |
7,041
+30
| +0.4% | +$1.36K | 0.03% | 140 |
|
2020
Q4 | $337K | Buy |
7,011
+345
| +5% | +$16.6K | 0.04% | 135 |
|
2020
Q3 | $311K | Buy |
6,666
+366
| +6% | +$17.1K | 0.05% | 123 |
|
2020
Q2 | $252K | Buy |
6,300
+303
| +5% | +$12.1K | 0.04% | 122 |
|
2020
Q1 | $227K | Sell |
5,997
-1,317
| -18% | -$49.9K | 0.04% | 122 |
|
2019
Q4 | $290K | Buy |
7,314
+1,317
| +22% | +$52.2K | 0.05% | 121 |
|
2019
Q3 | $237K | Buy |
5,997
+468
| +8% | +$18.5K | 0.04% | 121 |
|
2019
Q2 | $204K | Sell |
5,529
-789
| -12% | -$29.1K | 0.04% | 132 |
|
2019
Q1 | $205K | Sell |
6,318
-156
| -2% | -$5.06K | 0.04% | 131 |
|
2018
Q4 | $201K | Sell |
6,474
-204
| -3% | -$6.33K | 0.04% | 144 |
|
2018
Q3 | $209K | Buy |
+6,678
| New | +$209K | 0.05% | 132 |
|