Regal Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
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|
2025
Q1 | $5.45M | Sell |
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|
2024
Q4 | $7.37M | Sell |
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|
2024
Q3 | $6.91M | Buy |
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|
2024
Q2 | $5.7M | Buy |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $4.03M | Buy |
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|
2023
Q3 | $3.9M | Buy |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $3.63M | Buy |
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|
2022
Q1 | $3.44M | Buy |
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|
2021
Q4 | $3.25M | Sell |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.4M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.58M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.35M | Sell |
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|
2019
Q3 | $2.42M | Sell |
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|
2019
Q2 | $2.43M | Buy |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.95M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $971K | Sell |
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|
2018
Q1 | $1.63M | Sell |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $1.1M | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $962K | Buy |
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|
2016
Q2 | $844K | Buy |
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|
2016
Q1 | $753K | Sell |
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|
2015
Q4 | $709K | Buy |
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|
2015
Q3 | $550K | Buy |
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|
2015
Q2 | $576K | Buy |
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|
2015
Q1 | $636K | Buy |
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|
2014
Q4 | $477K | Buy |
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|
2014
Q3 | $399K | Sell |
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|
2014
Q2 | $2.46M | Buy |
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|
2014
Q1 | $201K | Buy |
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|
2013
Q4 | $77K | Sell |
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|
2013
Q3 | $142K | Sell |
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|
2013
Q2 | $185K | Buy |
|