San Luis 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
Q2 | $1.09M | Buy |
11,129
+7
| +0.1% | +$684 | 0.23% | 58 |
|
|
2025
Q1 | $976K | Sell |
11,122
-3,801
| -25% | -$334K | 0.22% | 53 |
|
|
2024
Q4 | $1.35M | Hold |
14,923
| – | – | 0.26% | 47 |
|
|
2024
Q3 | $1.21M | Buy |
14,923
+2,772
| +23% | +$224K | 0.25% | 47 |
|
|
2024
Q2 | $823K | Buy |
+12,151
| New | +$823K | 0.2% | 53 |
|
|
2023
Q3 | – | Sell |
-15,369
| Closed | -$805K | – | 164 |
|
|
2023
Q2 | $805K | Sell |
15,369
-1,425
| -8% | -$74.6K | 0.28% | 84 |
|
|
2023
Q1 | $825K | Buy |
+16,794
| New | +$825K | 0.32% | 87 |
|
|
2022
Q2 | – | Sell |
-25,020
| Closed | -$1.21M | – | 427 |
|
|
2022
Q1 | $1.21M | Buy |
+25,020
| New | +$1.21M | 0.59% | 39 |
|
|
2021
Q4 | – | Sell |
-26,091
| Closed | -$1.21M | – | 165 |
|
|
2021
Q3 | $1.21M | Buy |
+26,091
| New | +$1.21M | 0.68% | 44 |
|
|
2020
Q4 | $3.26M | Buy |
+67,857
| New | +$3.26M | 2.1% | 11 |
|