Smith Salley Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Buy |
75,382
+5,399
| +8% | +$528K | 0.43% | 51 |
|
|
2025
Q1 | $6.14M | Buy |
69,983
+483
| +0.7% | +$42.4K | 0.4% | 56 |
|
|
2024
Q4 | $6.28M | Sell |
69,500
-607
| -0.9% | -$54.8K | 0.4% | 53 |
|
|
2024
Q3 | $5.66M | Buy |
70,107
+6,344
| +10% | +$512K | 0.37% | 56 |
|
|
2024
Q2 | $4.32M | Buy |
63,763
+1,701
| +3% | +$115K | 0.31% | 59 |
|
|
2024
Q1 | $3.73M | Sell |
62,062
-11,570
| -16% | -$696K | 0.29% | 63 |
|
|
2023
Q4 | $3.87M | Buy |
73,632
+29,790
| +68% | +$1.57M | 0.25% | 69 |
|
|
2023
Q3 | $2.34M | Buy |
43,842
+33,207
| +312% | +$1.77M | 0.17% | 94 |
|
|
2023
Q2 | $557K | Buy |
10,635
+1,530
| +17% | +$80.2K | 0.04% | 159 |
|
|
2023
Q1 | $448K | Sell |
9,105
-192
| -2% | -$9.44K | 0.04% | 179 |
|
|
2022
Q4 | $439K | Buy |
9,297
+180
| +2% | +$8.51K | 0.04% | 172 |
|
|
2022
Q3 | $394K | Buy |
+9,117
| New | +$394K | 0.04% | 177 |
|
|
2022
Q2 | – | Sell |
-9,039
| Closed | -$449K | – | 250 |
|
|
2022
Q1 | $449K | Hold |
9,039
| – | – | 0.03% | 186 |
|
|
2021
Q4 | $436K | Buy |
9,039
+594
| +7% | +$28.7K | 0.03% | 191 |
|
|
2021
Q3 | $393K | Buy |
8,445
+306
| +4% | +$14.2K | 0.03% | 200 |
|
|
2021
Q2 | $382K | Buy |
8,139
+387
| +5% | +$18.2K | 0.03% | 202 |
|
|
2021
Q1 | $351K | Buy |
+7,752
| New | +$351K | 0.03% | 200 |
|
|
2018
Q4 | – | Sell |
-6,909
| Closed | -$216K | – | 191 |
|
|
2018
Q3 | $216K | Buy |
+6,909
| New | +$216K | 0.03% | 178 |
|
|
2018
Q1 | – | Sell |
-12,651
| Closed | -$417K | – | 187 |
|
|
2017
Q4 | $417K | Buy |
+12,651
| New | +$417K | 0.07% | 128 |
|
|
2017
Q3 | – | Sell |
-14,619
| Closed | -$369K | – | 179 |
|
|
2017
Q2 | $369K | Sell |
14,619
-2,574
| -15% | -$65K | 0.07% | 127 |
|
|
2017
Q1 | $413K | Sell |
17,193
-256,227
| -94% | -$6.15M | 0.08% | 119 |
|
|
2016
Q4 | $6.3M | Buy |
273,420
+3,222
| +1% | +$74.2K | 1.31% | 26 |
|
|
2016
Q3 | $6.5M | Buy |
270,198
+13,140
| +5% | +$316K | 1.44% | 21 |
|
|
2016
Q2 | $6.26M | Buy |
257,058
+25,638
| +11% | +$624K | 1.46% | 21 |
|
|
2016
Q1 | $5.28M | Buy |
+231,420
| New | +$5.28M | 1.32% | 29 |
|
|
2015
Q2 | – | Sell |
-12,060
| Closed | -$331K | – | 168 |
|
|
2015
Q1 | $331K | Buy |
12,060
+840
| +7% | +$23.1K | 0.08% | 132 |
|
|
2014
Q4 | $322K | Sell |
11,220
-7,515
| -40% | -$216K | 0.08% | 135 |
|
|
2014
Q3 | $478K | Sell |
18,735
-6,975
| -27% | -$178K | 0.13% | 137 |
|
|
2014
Q2 | $644K | Buy |
+25,710
| New | +$644K | 0.17% | 119 |
|
|
2014
Q1 | – | Sell |
-125,694
| Closed | -$3.3M | – | 114 |
|
|
2013
Q4 | $3.3M | Buy |
125,694
+348
| +0.3% | +$9.13K | 2.15% | 16 |
|
|
2013
Q3 | $3.09M | Sell |
125,346
-81
| -0.1% | -$2K | 2.49% | 13 |
|
|
2013
Q2 | $3.11M | Buy |
+125,427
| New | +$3.11M | 2.5% | 9 |
|