Realta Investment 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 | $263K | Sell |
2,693
-913
| -25% | -$89.3K | 0.1% | 153 |
|
|
2025
Q1 | $317K | Buy |
3,606
+235
| +7% | +$20.6K | 0.14% | 133 |
|
|
2024
Q4 | $306K | Sell |
3,371
-2,490
| -42% | -$226K | 0.13% | 140 |
|
|
2024
Q3 | $471K | Sell |
5,861
-12,936
| -69% | -$1.04M | 0.22% | 112 |
|
|
2024
Q2 | $1.27M | Buy |
18,797
+937
| +5% | +$63.4K | 0.25% | 98 |
|
|
2024
Q1 | $1.07M | Buy |
17,860
+403
| +2% | +$24.2K | 0.22% | 112 |
|
|
2023
Q4 | $917K | Sell |
17,457
-369
| -2% | -$19.4K | 0.21% | 126 |
|
|
2023
Q3 | $934K | Sell |
17,826
-150
| -0.8% | -$7.86K | 0.21% | 113 |
|
|
2023
Q2 | $942K | Buy |
17,976
+120
| +0.7% | +$6.29K | 0.21% | 116 |
|
|
2023
Q1 | $878K | Sell |
17,856
-2,088
| -10% | -$103K | 0.21% | 122 |
|
|
2022
Q4 | $943K | Sell |
19,944
-213
| -1% | -$10.1K | 0.23% | 108 |
|
|
2022
Q3 | $872K | Sell |
20,157
-192
| -0.9% | -$8.31K | 0.23% | 109 |
|
|
2022
Q2 | $832K | Sell |
20,349
-1,086
| -5% | -$44.4K | 0.2% | 117 |
|
|
2022
Q1 | $1.06M | Sell |
21,435
-7,731
| -27% | -$384K | 0.21% | 104 |
|
|
2021
Q4 | $1.41M | Buy |
29,166
+624
| +2% | +$30.1K | 0.31% | 73 |
|
|
2021
Q3 | $1.33M | Buy |
28,542
+189
| +0.7% | +$8.78K | 0.31% | 70 |
|
|
2021
Q2 | $1.33M | Sell |
28,353
-1,056
| -4% | -$49.6K | 0.32% | 73 |
|
|
2021
Q1 | $1.33M | Buy |
29,409
+507
| +2% | +$23K | 0.35% | 67 |
|
|
2020
Q4 | $1.39M | Sell |
28,902
-3,108
| -10% | -$149K | 0.39% | 55 |
|
|
2020
Q3 | $1.49M | Buy |
32,010
+18,219
| +132% | +$850K | 0.5% | 41 |
|
|
2020
Q2 | $551K | Sell |
13,791
-24
| -0.2% | -$959 | 0.18% | 142 |
|
|
2020
Q1 | $523K | Sell |
13,815
-16,212
| -54% | -$614K | 0.22% | 127 |
|
|
2019
Q4 | $1.19M | Buy |
30,027
+2,148
| +8% | +$85.4K | 0.33% | 55 |
|
|
2019
Q3 | $1.1M | Sell |
27,879
-942
| -3% | -$37.2K | 0.3% | 65 |
|
|
2019
Q2 | $1.06M | Sell |
28,821
-1,293
| -4% | -$47.7K | 0.29% | 68 |
|
|
2019
Q1 | $986K | Buy |
+30,114
| New | +$986K | 0.45% | 49 |
|