Souders 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 | $586K | Sell |
5,992
-262
| -4% | -$25.6K | 0.07% | 122 |
|
|
2025
Q1 | $549K | Buy |
6,254
+498
| +9% | +$43.7K | 0.08% | 124 |
|
|
2024
Q4 | $520K | Sell |
5,756
-11,463
| -67% | -$1.04M | 0.07% | 126 |
|
|
2024
Q3 | $1.39M | Sell |
17,219
-72
| -0.4% | -$5.81K | 0.19% | 81 |
|
|
2024
Q2 | $1.17M | Sell |
17,291
-9,989
| -37% | -$676K | 0.18% | 87 |
|
|
2024
Q1 | $1.64M | Sell |
27,280
-1,340
| -5% | -$80.6K | 0.26% | 69 |
|
|
2023
Q4 | $1.5M | Buy |
28,620
+5,163
| +22% | +$271K | 0.26% | 75 |
|
|
2023
Q3 | $1.25M | Buy |
23,457
+4,218
| +22% | +$225K | 0.24% | 79 |
|
|
2023
Q2 | $1.01M | Buy |
19,239
+14,784
| +332% | +$775K | 0.19% | 84 |
|
|
2023
Q1 | $219K | Buy |
4,455
+21
| +0.5% | +$1.03K | 0.05% | 142 |
|
|
2022
Q4 | $210K | Buy |
+4,434
| New | +$210K | 0.05% | 145 |
|
|
2022
Q1 | – | Sell |
-15,867
| Closed | -$765K | – | 151 |
|
|
2021
Q4 | $765K | Buy |
15,867
+1,215
| +8% | +$58.6K | 0.22% | 87 |
|
|
2021
Q3 | $681K | Buy |
14,652
+1,908
| +15% | +$88.7K | 0.22% | 86 |
|
|
2021
Q2 | $599K | Buy |
12,744
+1,608
| +14% | +$75.6K | 0.2% | 87 |
|
|
2021
Q1 | $504K | Sell |
11,136
-1,218
| -10% | -$55.1K | 0.2% | 85 |
|
|
2020
Q4 | $594K | Buy |
12,354
+195
| +2% | +$9.38K | 0.26% | 75 |
|
|
2020
Q3 | $590K | Buy |
12,159
+984
| +9% | +$47.7K | 0.28% | 70 |
|
|
2020
Q2 | $446K | Buy |
11,175
+1,851
| +20% | +$73.9K | 0.26% | 75 |
|
|
2020
Q1 | $353K | Buy |
+9,324
| New | +$353K | 0.31% | 69 |
|