Steward Partners Investment Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.6M | Buy |
977,594
+24,629
| +3% | +$2.41M | 0.75% | 18 |
|
|
2025
Q1 | $83.7M | Sell |
952,965
-69,358
| -7% | -$6.09M | 0.74% | 20 |
|
|
2024
Q4 | $92.4M | Buy |
1,022,323
+26,431
| +3% | +$2.39M | 0.82% | 15 |
|
|
2024
Q3 | $80.4M | Buy |
995,892
+65,468
| +7% | +$5.29M | 0.74% | 19 |
|
|
2024
Q2 | $63M | Buy |
930,424
+14,002
| +2% | +$948K | 0.66% | 22 |
|
|
2024
Q1 | $55.1M | Buy |
916,422
+212,007
| +30% | +$12.8M | 0.61% | 27 |
|
|
2023
Q4 | $37M | Buy |
704,415
+13,011
| +2% | +$684K | 0.5% | 36 |
|
|
2023
Q3 | $36.9M | Sell |
691,404
-12,402
| -2% | -$661K | 0.57% | 32 |
|
|
2023
Q2 | $36.9M | Buy |
703,806
+101,163
| +17% | +$5.3M | 0.55% | 33 |
|
|
2023
Q1 | $29.6M | Buy |
602,643
+34,857
| +6% | +$1.71M | 0.47% | 40 |
|
|
2022
Q4 | $26.8M | Sell |
567,786
-4,170
| -0.7% | -$197K | 0.46% | 42 |
|
|
2022
Q3 | $24.7M | Sell |
571,956
-50,460
| -8% | -$2.18M | 0.46% | 42 |
|
|
2022
Q2 | $25.2M | Sell |
622,416
-64,590
| -9% | -$2.62M | 0.46% | 42 |
|
|
2022
Q1 | $34.1M | Buy |
687,006
+20,250
| +3% | +$1.01M | 0.53% | 31 |
|
|
2021
Q4 | $32.2M | Buy |
666,756
+66,867
| +11% | +$3.23M | 0.49% | 34 |
|
|
2021
Q3 | $27.9M | Sell |
599,889
-18,240
| -3% | -$847K | 0.48% | 36 |
|
|
2021
Q2 | $29.1M | Buy |
618,129
+327
| +0.1% | +$15.4K | 0.49% | 31 |
|
|
2021
Q1 | $28M | Buy |
617,802
+99,246
| +19% | +$4.49M | 0.49% | 38 |
|
|
2020
Q4 | $24.9M | Buy |
518,556
+34,545
| +7% | +$1.66M | 0.54% | 34 |
|
|
2020
Q3 | $22.6M | Buy |
484,011
+84,708
| +21% | +$3.95M | 0.57% | 34 |
|
|
2020
Q2 | $15.9M | Buy |
399,303
+28,329
| +8% | +$1.13M | 0.45% | 47 |
|
|
2020
Q1 | $14.1M | Buy |
370,974
+17,577
| +5% | +$666K | 0.51% | 39 |
|
|
2019
Q4 | $14M | Sell |
353,397
-20,904
| -6% | -$828K | 0.41% | 57 |
|
|
2019
Q3 | $14.8M | Buy |
374,301
+10,845
| +3% | +$429K | 0.5% | 46 |
|
|
2019
Q2 | $13.4M | Buy |
363,456
+29,541
| +9% | +$1.09M | 0.49% | 49 |
|
|
2019
Q1 | $10.9M | Buy |
333,915
+6,738
| +2% | +$219K | 0.46% | 55 |
|
|
2018
Q4 | $10.2M | Buy |
327,177
+155,292
| +90% | +$4.82M | 0.49% | 49 |
|
|
2018
Q3 | $5.38M | Sell |
171,885
-11,844
| -6% | -$371K | 0.26% | 94 |
|
|
2018
Q2 | $5.25M | Buy |
183,729
+14,220
| +8% | +$406K | 0.31% | 75 |
|
|
2018
Q1 | $5.03M | Buy |
169,509
+3,135
| +2% | +$93K | 0.34% | 69 |
|
|
2017
Q4 | $5.48M | Buy |
166,374
+29,877
| +22% | +$983K | 0.42% | 57 |
|
|
2017
Q3 | $3.56M | Buy |
136,497
+5,241
| +4% | +$136K | 0.36% | 69 |
|
|
2017
Q2 | $3.31M | Buy |
131,256
+53,220
| +68% | +$1.34M | 0.37% | 70 |
|
|
2017
Q1 | $1.87M | Buy |
78,036
+49,200
| +171% | +$1.18M | 0.28% | 82 |
|
|
2016
Q4 | $664K | Buy |
+28,836
| New | +$664K | 0.3% | 79 |
|