Sequoia 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 | $73.9M | Buy |
755,828
+30,320
| +4% | +$2.96M | 0.51% | 44 |
|
|
2025
Q1 | $63.7M | Sell |
725,508
-2,582
| -0.4% | -$227K | 0.49% | 45 |
|
|
2024
Q4 | $65.8M | Buy |
728,090
+36,494
| +5% | +$3.3M | 0.63% | 32 |
|
|
2024
Q3 | $55.8M | Buy |
691,596
+25,386
| +4% | +$2.05M | 0.6% | 34 |
|
|
2024
Q2 | $45.1M | Buy |
666,210
+25,497
| +4% | +$1.73M | 0.54% | 39 |
|
|
2024
Q1 | $38.6M | Sell |
640,713
-4,293
| -0.7% | -$258K | 0.48% | 47 |
|
|
2023
Q4 | $33.9M | Buy |
645,006
+173,610
| +37% | +$9.12M | 0.42% | 53 |
|
|
2023
Q3 | $25.1M | Buy |
471,396
+37,416
| +9% | +$1.99M | 0.44% | 48 |
|
|
2023
Q2 | $22.7M | Buy |
433,980
+63,249
| +17% | +$3.31M | 0.39% | 54 |
|
|
2023
Q1 | $18.2M | Buy |
370,731
+25,368
| +7% | +$1.25M | 0.41% | 44 |
|
|
2022
Q4 | $16.3M | Buy |
345,363
+97,731
| +39% | +$4.62M | 0.4% | 50 |
|
|
2022
Q3 | $10.7M | Buy |
247,632
+21,162
| +9% | +$915K | 0.34% | 53 |
|
|
2022
Q2 | $9.18M | Sell |
226,470
-30,387
| -12% | -$1.23M | 0.26% | 75 |
|
|
2022
Q1 | $12.8M | Buy |
256,857
+124,719
| +94% | +$6.19M | 0.32% | 61 |
|
|
2021
Q4 | $6.37M | Buy |
132,138
+52,032
| +65% | +$2.51M | 0.17% | 100 |
|
|
2021
Q3 | $3.72M | Sell |
80,106
-50,334
| -39% | -$2.34M | 0.38% | 45 |
|
|
2021
Q2 | $6.13M | Buy |
130,440
+9,528
| +8% | +$448K | 0.22% | 82 |
|
|
2021
Q1 | $5.48M | Buy |
120,912
+1,800
| +2% | +$81.5K | 0.23% | 66 |
|
|
2020
Q4 | $5.72M | Buy |
119,112
+6,921
| +6% | +$333K | 0.26% | 56 |
|
|
2020
Q3 | $5.23M | Buy |
112,191
+3,090
| +3% | +$144K | 0.28% | 55 |
|
|
2020
Q2 | $4.36M | Buy |
109,101
+1,149
| +1% | +$45.9K | 0.26% | 54 |
|
|
2020
Q1 | $4.09M | Buy |
107,952
+6,090
| +6% | +$231K | 0.3% | 46 |
|
|
2019
Q4 | $4.04M | Buy |
101,862
+66,168
| +185% | +$2.62M | 0.26% | 56 |
|
|
2019
Q3 | $1.41M | Sell |
35,694
-855
| -2% | -$33.8K | 0.1% | 107 |
|
|
2019
Q2 | $1.35M | Sell |
36,549
-6,360
| -15% | -$234K | 0.1% | 108 |
|
|
2019
Q1 | $1.4M | Sell |
42,909
-158,943
| -79% | -$5.17M | 0.11% | 100 |
|
|
2018
Q4 | $6.27M | Buy |
201,852
+3,048
| +2% | +$94.6K | 0.73% | 24 |
|
|
2018
Q3 | $6.22M | Sell |
198,804
-2,478
| -1% | -$77.6K | 0.62% | 26 |
|
|
2018
Q2 | $5.75M | Buy |
201,282
+5,931
| +3% | +$169K | 0.61% | 27 |
|
|
2018
Q1 | $5.79M | Sell |
195,351
-801
| -0.4% | -$23.8K | 0.61% | 30 |
|
|
2017
Q4 | $6.46M | Buy |
196,152
+3,804
| +2% | +$125K | 0.68% | 24 |
|
|
2017
Q3 | $5.01M | Buy |
192,348
+8,652
| +5% | +$225K | 0.59% | 32 |
|
|
2017
Q2 | $4.63M | Buy |
183,696
+15,261
| +9% | +$385K | 0.57% | 31 |
|
|
2017
Q1 | $4.05M | Buy |
168,435
+17,496
| +12% | +$420K | 0.51% | 37 |
|
|
2016
Q4 | $3.48M | Buy |
150,939
+13,329
| +10% | +$307K | 0.5% | 42 |
|
|
2016
Q3 | $3.31M | Sell |
137,610
-64,632
| -32% | -$1.55M | 0.62% | 27 |
|
|
2016
Q2 | $4.92M | Buy |
202,242
+25,551
| +14% | +$622K | 1.38% | 17 |
|
|
2016
Q1 | $4.03M | Buy |
176,691
+91,659
| +108% | +$2.09M | 1.3% | 17 |
|
|
2015
Q4 | $1.74M | Buy |
85,032
+1,125
| +1% | +$23K | 0.7% | 35 |
|
|
2015
Q3 | $1.81M | Buy |
83,907
+651
| +0.8% | +$14.1K | 0.79% | 26 |
|
|
2015
Q2 | $1.97M | Buy |
83,256
+1,653
| +2% | +$39.1K | 0.83% | 20 |
|
|
2015
Q1 | $2.24M | Buy |
81,603
+4,938
| +6% | +$135K | 1.02% | 23 |
|
|
2014
Q4 | $2.2M | Buy |
76,665
+2,073
| +3% | +$59.4K | 1.5% | 14 |
|
|
2014
Q3 | $1.9M | Sell |
74,592
-3,033
| -4% | -$77.3K | 1.32% | 15 |
|
|
2014
Q2 | $1.94M | Buy |
77,625
+495
| +0.6% | +$12.4K | 1.48% | 13 |
|
|
2014
Q1 | $1.97M | Buy |
77,130
+639
| +0.8% | +$16.3K | 1.64% | 9 |
|
|
2013
Q4 | $2.01M | Buy |
+76,491
| New | +$2.01M | 1.66% | 9 |
|