Resonant Capital 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 | $1.68M | Buy |
17,225
+4,282
| +33% | +$419K | 0.11% | 123 |
|
|
2025
Q1 | $1.14M | Buy |
12,943
+454
| +4% | +$40K | 0.08% | 144 |
|
|
2024
Q4 | $1.13M | Buy |
12,489
+665
| +6% | +$60.2K | 0.08% | 139 |
|
|
2024
Q3 | $955K | Buy |
11,824
+1,867
| +19% | +$151K | 0.07% | 158 |
|
|
2024
Q2 | $674K | Buy |
9,957
+885
| +10% | +$59.9K | 0.05% | 174 |
|
|
2024
Q1 | $548K | Buy |
9,072
+3,222
| +55% | +$195K | 0.05% | 191 |
|
|
2023
Q4 | $309K | Buy |
5,850
+72
| +1% | +$3.8K | 0.03% | 232 |
|
|
2023
Q3 | $308K | Buy |
5,778
+1,290
| +29% | +$68.8K | 0.03% | 211 |
|
|
2023
Q2 | $235K | Buy |
4,488
+207
| +5% | +$10.8K | 0.03% | 240 |
|
|
2023
Q1 | $211K | Sell |
4,281
-5,745
| -57% | -$283K | 0.02% | 241 |
|
|
2022
Q4 | $475K | Buy |
+10,026
| New | +$475K | 0.06% | 173 |
|
|
2022
Q2 | – | Sell |
-4,059
| Closed | -$205K | – | 262 |
|
|
2022
Q1 | $205K | Buy |
+4,059
| New | +$205K | 0.03% | 218 |
|
|
2020
Q3 | – | Sell |
-7,911
| Closed | -$316K | – | 181 |
|
|
2020
Q2 | $316K | Buy |
+7,911
| New | +$316K | 0.09% | 138 |
|
|
2020
Q1 | – | Sell |
-5,610
| Closed | -$222K | – | 214 |
|
|
2019
Q4 | $222K | Buy |
+5,610
| New | +$222K | 0.07% | 192 |
|