Semmax Financial 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 | $1.32M | Buy |
12,682
+707
| +6% | +$73.3K | 0.34% | 84 |
|
2025
Q1 | $1.16M | Buy |
11,975
+58
| +0.5% | +$5.62K | 0.31% | 88 |
|
2024
Q4 | $1.25M | Buy |
11,917
+1,631
| +16% | +$171K | 0.33% | 84 |
|
2024
Q3 | $874K | Buy |
10,286
+111
| +1% | +$9.43K | 0.24% | 94 |
|
2024
Q2 | $693K | Buy |
10,175
+333
| +3% | +$22.7K | 0.21% | 100 |
|
2024
Q1 | $596K | Buy |
9,842
+4,826
| +96% | +$292K | 0.2% | 96 |
|
2023
Q4 | $283K | Buy |
5,016
+4,257
| +561% | +$240K | 0.1% | 98 |
|
2023
Q3 | $42.4K | Buy |
+759
| New | +$42.4K | 0.02% | 129 |
|
2022
Q4 | $96K | Buy |
1,995
+6
| +0.3% | +$289 | 0.04% | 98 |
|
2022
Q3 | $94K | Buy |
1,989
+6
| +0.3% | +$284 | 0.04% | 98 |
|
2022
Q2 | $85K | Sell |
1,983
-1,596
| -45% | -$68.4K | 0.03% | 103 |
|
2022
Q1 | $178K | Buy |
3,579
+6
| +0.2% | +$298 | 0.07% | 104 |
|
2021
Q4 | $172K | Buy |
3,573
+1,668
| +88% | +$80.3K | 0.06% | 107 |
|
2021
Q3 | $89K | Buy |
1,905
+1,605
| +535% | +$75K | 0.03% | 110 |
|
2021
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 166 |
|
2021
Q1 | $14K | Hold |
300
| – | – | 0.01% | 180 |
|
2020
Q4 | $14K | Sell |
300
-147
| -33% | -$6.86K | 0.01% | 155 |
|
2020
Q3 | $21K | Hold |
447
| – | – | 0.01% | 137 |
|
2020
Q2 | $18K | Hold |
447
| – | – | 0.01% | 143 |
|
2020
Q1 | $17K | Sell |
447
-111
| -20% | -$4.22K | 0.01% | 139 |
|
2019
Q4 | $22K | Sell |
558
-69
| -11% | -$2.72K | 0.01% | 140 |
|
2019
Q3 | $25K | Buy |
627
+9
| +1% | +$359 | 0.02% | 137 |
|
2019
Q2 | $23K | Sell |
618
-3,063
| -83% | -$114K | 0.01% | 143 |
|
2019
Q1 | $120K | Sell |
3,681
-2,019
| -35% | -$65.8K | 0.08% | 155 |
|
2018
Q4 | $177K | Buy |
+5,700
| New | +$177K | 0.14% | 116 |
|