Sterling Investment Advisors (Missouri)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
8,955
+492
| +6% | +$46.7K | 0.44% | 21 |
|
|
2025
Q1 | $743K | Sell |
8,463
-867
| -9% | -$76.1K | 0.42% | 21 |
|
|
2024
Q4 | $843K | Hold |
9,330
| – | – | 0.49% | 20 |
|
|
2024
Q3 | $753K | Buy |
9,330
+25
| +0.3% | +$2.02K | 0.42% | 21 |
|
|
2024
Q2 | $630K | Buy |
9,305
+90
| +1% | +$6.09K | 0.38% | 21 |
|
|
2024
Q1 | $555K | Buy |
9,215
+35
| +0.4% | +$2.11K | 0.33% | 21 |
|
|
2023
Q4 | $483K | Hold |
9,180
| – | – | 0.3% | 22 |
|
|
2023
Q3 | $490K | Buy |
9,180
+30
| +0.3% | +$1.6K | 0.31% | 21 |
|
|
2023
Q2 | $479K | Buy |
9,150
+72
| +0.8% | +$3.77K | 0.31% | 20 |
|
|
2023
Q1 | $446K | Buy |
9,078
+36
| +0.4% | +$1.77K | 0.29% | 21 |
|
|
2022
Q4 | $427K | Sell |
9,042
-528
| -6% | -$25K | 0.29% | 21 |
|
|
2022
Q3 | $414K | Buy |
9,570
+39
| +0.4% | +$1.69K | 0.31% | 20 |
|
|
2022
Q2 | $386K | Buy |
9,531
+33
| +0.3% | +$1.34K | 0.27% | 21 |
|
|
2022
Q1 | $472K | Buy |
9,498
+3
| +0% | +$149 | 0.28% | 20 |
|
|
2021
Q4 | $458K | Hold |
9,495
| – | – | 0.26% | 19 |
|
|
2021
Q3 | $441K | Buy |
9,495
+3
| +0% | +$139 | 0.26% | 20 |
|
|
2021
Q2 | $446K | Buy |
9,492
+6
| +0.1% | +$282 | 0.27% | 20 |
|
|
2021
Q1 | $429K | Buy |
9,486
+3
| +0% | +$136 | 0.27% | 19 |
|
|
2020
Q4 | $456K | Hold |
9,483
| – | – | 0.3% | 19 |
|
|
2020
Q3 | $442K | Buy |
9,483
+3
| +0% | +$140 | 0.34% | 19 |
|
|
2020
Q2 | $378K | Buy |
9,480
+9
| +0.1% | +$359 | 0.3% | 21 |
|
|
2020
Q1 | $359K | Buy |
9,471
+3
| +0% | +$114 | 0.33% | 23 |
|
|
2019
Q4 | $375K | Hold |
9,468
| – | – | 0.29% | 23 |
|
|
2019
Q3 | $375K | Buy |
9,468
+3
| +0% | +$119 | 0.3% | 23 |
|
|
2019
Q2 | $349K | Buy |
9,465
+9
| +0.1% | +$332 | 0.28% | 23 |
|
|
2019
Q1 | $307K | Buy |
9,456
+6
| +0.1% | +$195 | 0.25% | 23 |
|
|
2018
Q4 | $293K | Sell |
9,450
-183
| -2% | -$5.67K | 0.26% | 23 |
|
|
2018
Q3 | $302K | Buy |
9,633
+3
| +0% | +$94 | 0.25% | 23 |
|
|
2018
Q2 | $275K | Buy |
9,630
+9
| +0.1% | +$257 | 0.23% | 23 |
|
|
2018
Q1 | $285K | Sell |
9,621
-1,164
| -11% | -$34.5K | 0.24% | 23 |
|
|
2017
Q4 | $355K | Hold |
10,785
| – | – | 0.29% | 23 |
|
|
2017
Q3 | $281K | Buy |
10,785
+246
| +2% | +$6.41K | 0.24% | 23 |
|
|
2017
Q2 | $266K | Buy |
10,539
+6
| +0.1% | +$151 | 0.24% | 23 |
|
|
2017
Q1 | $253K | Sell |
10,533
-60
| -0.6% | -$1.44K | 0.24% | 23 |
|
|
2016
Q4 | $244K | Sell |
10,593
-63
| -0.6% | -$1.45K | 0.25% | 22 |
|
|
2016
Q3 | $256K | Buy |
10,656
+3
| +0% | +$72 | 0.26% | 22 |
|
|
2016
Q2 | $259K | Buy |
10,653
+9
| +0.1% | +$219 | 0.27% | 27 |
|
|
2016
Q1 | $243K | Buy |
10,644
+84
| +0.8% | +$1.92K | 0.26% | 26 |
|
|
2015
Q4 | $216K | Buy |
10,560
+60
| +0.6% | +$1.23K | 0.23% | 27 |
|
|
2015
Q3 | $227K | Buy |
10,500
+78
| +0.7% | +$1.69K | 0.26% | 27 |
|
|
2015
Q2 | $246K | Buy |
10,422
+129
| +1% | +$3.05K | 0.26% | 24 |
|
|
2015
Q1 | $282K | Buy |
10,293
+57
| +0.6% | +$1.56K | 0.28% | 24 |
|
|
2014
Q4 | $293K | Buy |
+10,236
| New | +$293K | 0.3% | 24 |
|