Regal 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 | $6.2M | Buy |
63,405
+1,368
| +2% | +$134K | 0.46% | 59 |
|
|
2025
Q1 | $5.45M | Sell |
62,037
-19,563
| -24% | -$1.72M | 0.44% | 60 |
|
|
2024
Q4 | $7.37M | Sell |
81,600
-3,957
| -5% | -$358K | 0.55% | 45 |
|
|
2024
Q3 | $6.91M | Buy |
85,557
+1,379
| +2% | +$111K | 0.48% | 51 |
|
|
2024
Q2 | $5.7M | Buy |
84,178
+4,564
| +6% | +$309K | 0.37% | 72 |
|
|
2024
Q1 | $4.79M | Buy |
79,614
+2,931
| +4% | +$176K | 0.33% | 89 |
|
|
2023
Q4 | $4.03M | Buy |
76,683
+3,591
| +5% | +$189K | 0.3% | 97 |
|
|
2023
Q3 | $3.9M | Buy |
73,092
+3,024
| +4% | +$161K | 0.33% | 81 |
|
|
2023
Q2 | $3.67M | Buy |
70,068
+2,538
| +4% | +$133K | 0.31% | 88 |
|
|
2023
Q1 | $3.32M | Sell |
67,530
-24,759
| -27% | -$1.22M | 0.29% | 94 |
|
|
2022
Q4 | $4.36M | Buy |
92,289
+1,149
| +1% | +$54.3K | 0.42% | 67 |
|
|
2022
Q3 | $3.94M | Buy |
91,140
+1,650
| +2% | +$71.3K | 0.42% | 66 |
|
|
2022
Q2 | $3.63M | Buy |
89,490
+20,220
| +29% | +$820K | 0.38% | 75 |
|
|
2022
Q1 | $3.44M | Buy |
69,270
+1,809
| +3% | +$89.8K | 0.32% | 85 |
|
|
2021
Q4 | $3.25M | Sell |
67,461
-1,380
| -2% | -$66.6K | 0.29% | 90 |
|
|
2021
Q3 | $3.2M | Buy |
68,841
+3,768
| +6% | +$175K | 0.31% | 82 |
|
|
2021
Q2 | $3.06M | Buy |
+65,073
| New | +$3.06M | 0.31% | 81 |
|
|
2021
Q1 | – | Sell |
-70,860
| Closed | -$3.41M | – | 435 |
|
|
2020
Q4 | $3.41M | Buy |
+70,860
| New | +$3.41M | 0.39% | 73 |
|
|
2020
Q3 | – | Sell |
-64,737
| Closed | -$2.59M | – | 304 |
|
|
2020
Q2 | $2.59M | Buy |
+64,737
| New | +$2.59M | 0.47% | 61 |
|
|
2020
Q1 | – | Sell |
-59,217
| Closed | -$2.35M | – | 312 |
|
|
2019
Q4 | $2.35M | Sell |
59,217
-2,010
| -3% | -$79.6K | 0.42% | 71 |
|
|
2019
Q3 | $2.42M | Sell |
61,227
-4,782
| -7% | -$189K | 0.47% | 61 |
|
|
2019
Q2 | $2.43M | Buy |
66,009
+2,400
| +4% | +$88.4K | 0.47% | 58 |
|
|
2019
Q1 | $2.07M | Buy |
63,609
+882
| +1% | +$28.7K | 0.42% | 76 |
|
|
2018
Q4 | $1.95M | Buy |
62,727
+21,138
| +51% | +$656K | 0.43% | 70 |
|
|
2018
Q3 | $1.3M | Buy |
41,589
+7,578
| +22% | +$237K | 0.27% | 115 |
|
|
2018
Q2 | $971K | Sell |
34,011
-20,976
| -38% | -$599K | 0.29% | 110 |
|
|
2018
Q1 | $1.63M | Sell |
54,987
-291
| -0.5% | -$8.63K | 0.36% | 90 |
|
|
2017
Q4 | $1.82M | Buy |
55,278
+4,281
| +8% | +$141K | 0.41% | 86 |
|
|
2017
Q3 | $1.33M | Buy |
50,997
+3,453
| +7% | +$89.9K | 0.31% | 104 |
|
|
2017
Q2 | $1.2M | Buy |
47,544
+1,914
| +4% | +$48.3K | 0.3% | 103 |
|
|
2017
Q1 | $1.1M | Buy |
45,630
+1,413
| +3% | +$33.9K | 0.29% | 104 |
|
|
2016
Q4 | $1.02M | Buy |
44,217
+4,218
| +11% | +$97.2K | 0.28% | 104 |
|
|
2016
Q3 | $962K | Buy |
39,999
+5,325
| +15% | +$128K | 0.27% | 106 |
|
|
2016
Q2 | $844K | Buy |
34,674
+1,674
| +5% | +$40.7K | 0.23% | 120 |
|
|
2016
Q1 | $753K | Sell |
33,000
-1,716
| -5% | -$39.2K | 0.2% | 123 |
|
|
2015
Q4 | $709K | Buy |
34,716
+9,249
| +36% | +$189K | 0.18% | 127 |
|
|
2015
Q3 | $550K | Buy |
25,467
+1,065
| +4% | +$23K | 0.14% | 143 |
|
|
2015
Q2 | $576K | Buy |
24,402
+1,197
| +5% | +$28.3K | 0.16% | 136 |
|
|
2015
Q1 | $636K | Buy |
23,205
+6,555
| +39% | +$180K | 0.16% | 139 |
|
|
2014
Q4 | $477K | Buy |
16,650
+1,002
| +6% | +$28.7K | 0.13% | 148 |
|
|
2014
Q3 | $399K | Sell |
15,648
-82,485
| -84% | -$2.1M | 0.12% | 159 |
|
|
2014
Q2 | $2.46M | Buy |
98,133
+90,258
| +1,146% | +$2.26M | 0.87% | 26 |
|
|
2014
Q1 | $201K | Buy |
7,875
+4,929
| +167% | +$126K | 0.09% | 181 |
|
|
2013
Q4 | $77K | Sell |
2,946
-2,832
| -49% | -$74K | 0.04% | 240 |
|
|
2013
Q3 | $142K | Sell |
5,778
-1,677
| -22% | -$41.2K | 0.08% | 205 |
|
|
2013
Q2 | $185K | Buy |
+7,455
| New | +$185K | 0.1% | 156 |
|