RDA Financial Network’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.22M | Sell |
37,222
-1,887
| -5% | -$234K | 0.92% | 26 |
|
|
2026
Q1 | $4.86M | Buy |
39,109
+11,664
| +42% | +$1.43M | 1.22% | 14 |
|
|
2025
Q4 | $3.06M | Buy |
27,445
+228
| +0.8% | +$24.5K | 0.74% | 31 |
|
|
2025
Q3 | $2.81M | Buy |
27,217
+2,536
| +10% | +$252K | 0.69% | 31 |
|
|
2025
Q2 | $2.41M | Sell |
24,681
-145
| -0.6% | -$13.8K | 0.65% | 36 |
|
|
2025
Q1 | $2.18M | Sell |
24,826
-649
| -3% | -$60.9K | 0.65% | 40 |
|
|
2024
Q4 | $2.3M | Buy |
25,475
+1,433
| +6% | +$124K | 0.67% | 36 |
|
|
2024
Q3 | $1.94M | Buy |
24,042
+339
| +1% | +$24.9K | 0.6% | 47 |
|
|
2024
Q2 | $1.6M | Sell |
23,703
-21
| -0.1% | -$1.32K | 0.53% | 55 |
|
|
2024
Q1 | $1.43M | Buy |
23,724
+1,011
| +4% | +$57.8K | 0.49% | 62 |
|
|
2023
Q4 | $1.19M | Buy |
22,713
+14,094
| +164% | +$746K | 0.45% | 65 |
|
|
2023
Q3 | $459K | Buy |
8,619
+411
| +5% | +$21.9K | 0.2% | 117 |
|
|
2023
Q2 | $430K | Buy |
8,208
+33
| +0.4% | +$1.67K | 0.18% | 119 |
|
|
2023
Q1 | $402K | Hold |
8,175
| – | – | 0.18% | 121 |
|
|
2022
Q4 | $386K | Hold |
8,175
| – | – | 0.19% | 125 |
|
|
2022
Q3 | $353K | Buy |
8,175
+228
| +3% | +$9.99K | 0.19% | 131 |
|
|
2022
Q2 | $322K | Buy |
7,947
+1,848
| +30% | +$85.2K | 0.16% | 144 |
|
|
2022
Q1 | $303K | Sell |
6,099
-573
| -9% | -$26.9K | 0.13% | 164 |
|
|
2021
Q4 | $322K | Buy |
6,672
+90
| +1% | +$4.3K | 0.13% | 163 |
|
|
2021
Q3 | $306K | Sell |
6,582
-33
| -0.5% | -$1.59K | 0.13% | 166 |
|
|
2021
Q2 | $311K | Buy |
6,615
+246
| +4% | +$11.5K | 0.14% | 164 |
|
|
2021
Q1 | $288K | Buy |
6,369
+285
| +5% | +$13.2K | 0.12% | 177 |
|
|
2020
Q4 | $292K | Buy |
6,084
+510
| +9% | +$24.8K | 0.13% | 167 |
|
|
2020
Q3 | $260K | Buy |
+5,574
| New | +$248K | 0.12% | 177 |
|
|
2020
Q1 | – | Sell |
-5,958
| Closed | -$230K | – | 252 |
|
|
2019
Q4 | $230K | Hold |
5,958
| – | – | 0.09% | 220 |
|
|
2019
Q3 | $238K | Sell |
5,958
-150
| -2% | -$5.66K | 0.1% | 205 |
|
|
2019
Q2 | $229K | Sell |
6,108
-147
| -2% | -$5.07K | 0.1% | 199 |
|
|
2019
Q1 | $214K | Buy |
+6,255
| New | +$203K | 0.1% | 195 |
|
Other funds holding WMT
CNB
CFA
EB
QCM
CF
PFS