RA
Rational Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
44,689
+1,778
| +4% | +$174K | 0.43% | 42 |
|
|
2025
Q1 | $3.77M | Sell |
42,911
-16,987
| -28% | -$1.49M | 0.38% | 44 |
|
|
2024
Q4 | $5.41M | Buy |
59,898
+1,943
| +3% | +$176K | 0.53% | 38 |
|
|
2024
Q3 | $4.68M | Buy |
57,955
+52,415
| +946% | +$4.23M | 0.45% | 34 |
|
|
2024
Q2 | $375K | Buy |
5,540
+2,895
| +109% | +$196K | 0.04% | 91 |
|
|
2024
Q1 | $159K | Buy |
2,645
+1,503
| +132% | +$90.4K | 0.01% | 109 |
|
|
2023
Q4 | $180K | Sell |
1,142
-1,578
| -58% | -$249K | 0.02% | 100 |
|
|
2023
Q3 | $435K | Buy |
2,720
+1,381
| +103% | +$221K | 0.04% | 86 |
|
|
2023
Q2 | $210K | Buy |
+1,339
| New | +$210K | 0.02% | 128 |
|
|
2023
Q1 | – | Sell |
-7,011
| Closed | -$994K | – | 303 |
|
|
2022
Q4 | $994K | Sell |
7,011
-2,359
| -25% | -$334K | 0.08% | 73 |
|
|
2022
Q3 | $1.22M | Buy |
9,370
+554
| +6% | +$71.8K | 0.1% | 70 |
|
|
2022
Q2 | $1.07M | Buy |
+8,816
| New | +$1.07M | 0.08% | 78 |
|
|
2021
Q1 | – | Sell |
-677
| Closed | -$98K | – | 247 |
|
|
2020
Q4 | $98K | Buy |
677
+591
| +687% | +$85.6K | 0.03% | 175 |
|
|
2020
Q3 | $12K | Sell |
86
-11,358
| -99% | -$1.58M | 0.01% | 271 |
|
|
2020
Q2 | $1.37M | Buy |
+11,444
| New | +$1.37M | 0.71% | 40 |
|
|
2020
Q1 | – | Sell |
-1,094
| Closed | -$130K | – | 524 |
|
|
2019
Q4 | $130K | Buy |
1,094
+923
| +540% | +$110K | 0.06% | 251 |
|
|
2019
Q3 | $20K | Sell |
171
-101
| -37% | -$11.8K | 0.01% | 455 |
|
|
2019
Q2 | $30K | Sell |
272
-1,331
| -83% | -$147K | 0.01% | 393 |
|
|
2019
Q1 | $156K | Sell |
1,603
-5,320
| -77% | -$518K | 0.04% | 223 |
|
|
2018
Q4 | $645K | Buy |
6,923
+6,428
| +1,299% | +$599K | 0.2% | 102 |
|
|
2018
Q3 | $46K | Buy |
495
+100
| +25% | +$9.29K | 0.01% | 295 |
|
|
2018
Q2 | $34K | Sell |
395
-590
| -60% | -$50.8K | 0.02% | 291 |
|
|
2018
Q1 | $88K | Sell |
985
-2,374
| -71% | -$212K | 0.04% | 259 |
|
|
2017
Q4 | $332K | Sell |
3,359
-22,316
| -87% | -$2.21M | 0.17% | 161 |
|
|
2017
Q3 | $2.01M | Buy |
25,675
+400
| +2% | +$31.3K | 1.07% | 14 |
|
|
2017
Q2 | $1.91M | Sell |
25,275
-5,975
| -19% | -$452K | 1.19% | 22 |
|
|
2017
Q1 | $2.25M | Buy |
31,250
+14,500
| +87% | +$1.05M | 1.48% | 7 |
|
|
2016
Q4 | $1.16M | Sell |
16,750
-14,500
| -46% | -$1M | 1.1% | 46 |
|
|
2016
Q3 | $2.25M | Buy |
+31,250
| New | +$2.25M | 1.48% | 6 |
|
|
2015
Q3 | $1.84M | Hold |
28,324
| – | – | 0.74% | 55 |
|
|
2015
Q2 | $2.01M | Hold |
28,324
| – | – | 0.65% | 57 |
|
|
2015
Q1 | $2.33M | Buy |
28,324
+19,284
| +213% | +$1.59M | 0.56% | 58 |
|
|
2014
Q4 | $776K | Buy |
+9,040
| New | +$776K | 0.15% | 152 |
|
|
2013
Q4 | $3.13M | Buy |
39,810
+3,946
| +11% | +$311K | 0.27% | 125 |
|
|
2013
Q3 | $2.65M | Hold |
35,864
| – | – | 0.2% | 156 |
|
|
2013
Q2 | $2.67M | Buy |
+35,864
| New | +$2.67M | 0.22% | 147 |
|