Regent Peak Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.52M | Sell |
17,266
-59
| -0.3% | -$5.18K | 0.36% | 39 |
|
|
2024
Q4 | $1.57M | Buy |
17,325
+226
| +1% | +$20.4K | 0.35% | 36 |
|
|
2024
Q3 | $1.38M | Buy |
17,099
+107
| +0.6% | +$8.64K | 0.32% | 56 |
|
|
2024
Q2 | $1.15M | Buy |
16,992
+151
| +0.9% | +$10.2K | 0.26% | 62 |
|
|
2024
Q1 | $1.01M | Buy |
16,841
+461
| +3% | +$27.7K | 0.26% | 60 |
|
|
2023
Q4 | $861K | Buy |
16,380
+591
| +4% | +$31.1K | 0.23% | 61 |
|
|
2023
Q3 | $842K | Buy |
15,789
+60
| +0.4% | +$3.2K | 0.26% | 62 |
|
|
2023
Q2 | $824K | Sell |
15,729
-390
| -2% | -$20.4K | 0.24% | 61 |
|
|
2023
Q1 | $792K | Buy |
16,119
+45
| +0.3% | +$2.21K | 0.25% | 59 |
|
|
2022
Q4 | $763K | Buy |
16,074
+408
| +3% | +$19.4K | 0.25% | 67 |
|
|
2022
Q3 | $677K | Buy |
15,666
+1,227
| +8% | +$53K | 0.24% | 70 |
|
|
2022
Q2 | $585K | Sell |
14,439
-699
| -5% | -$28.3K | 0.19% | 71 |
|
|
2022
Q1 | $752K | Buy |
15,138
+447
| +3% | +$22.2K | 0.22% | 65 |
|
|
2021
Q4 | $709K | Buy |
14,691
+297
| +2% | +$14.3K | 0.19% | 70 |
|
|
2021
Q3 | $669K | Sell |
14,394
-36
| -0.2% | -$1.67K | 0.19% | 75 |
|
|
2021
Q2 | $686K | Sell |
14,430
-543
| -4% | -$25.8K | 0.19% | 74 |
|
|
2021
Q1 | $677K | Buy |
14,973
+177
| +1% | +$8K | 0.22% | 72 |
|
|
2020
Q4 | $711K | Buy |
14,796
+3,084
| +26% | +$148K | 0.24% | 68 |
|
|
2020
Q3 | $546K | Sell |
11,712
-666
| -5% | -$31K | 0.23% | 67 |
|
|
2020
Q2 | $494K | Buy |
12,378
+1,974
| +19% | +$78.8K | 0.22% | 67 |
|
|
2020
Q1 | $394K | Sell |
10,404
-180
| -2% | -$6.82K | 0.22% | 72 |
|
|
2019
Q4 | $419K | Buy |
+10,584
| New | +$419K | 0.19% | 81 |
|