Stillwater Capital 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
$24.2M Sell
247,961
-1,793
-0.7% -$175K 3.08% 10
2025
Q1
$21.9M Sell
249,754
-3,905
-2% -$343K 3.06% 10
2024
Q4
$22.9M Buy
253,659
+2,000
+0.8% +$181K 2.83% 9
2024
Q3
$20.3M Sell
251,659
-2,948
-1% -$238K 2.63% 13
2024
Q2
$17.2M Sell
254,607
-3,000
-1% -$203K 2.41% 15
2024
Q1
$15.5M Buy
257,607
+405
+0.2% +$24.4K 2.3% 19
2023
Q4
$13.5M Sell
257,202
-339
-0.1% -$17.8K 2.17% 20
2023
Q3
$13.7M Buy
257,541
+1,068
+0.4% +$56.9K 2.5% 13
2023
Q2
$13.4M Sell
256,473
-111
-0% -$5.82K 2.38% 15
2023
Q1
$12.6M Sell
256,584
-48
-0% -$2.36K 2.45% 20
2022
Q4
$12.1M Sell
256,632
-2,277
-0.9% -$108K 2.56% 18
2022
Q3
$11.2M Sell
258,909
-12,522
-5% -$541K 2.55% 16
2022
Q2
$11M Buy
271,431
+1,965
+0.7% +$79.6K 2.04% 22
2022
Q1
$13.4M Sell
269,466
-2,616
-1% -$130K 2.15% 22
2021
Q4
$13.1M Sell
272,082
-1,857
-0.7% -$89.6K 2% 24
2021
Q3
$12.7M Sell
273,939
-672
-0.2% -$31.2K 2.1% 24
2021
Q2
$12.9M Buy
274,611
+3,228
+1% +$152K 2.14% 23
2021
Q1
$12.3M Buy
271,383
+750
+0.3% +$34K 2.23% 20
2020
Q4
$13M Sell
270,633
-2,580
-0.9% -$124K 2.49% 18
2020
Q3
$12.7M Sell
273,213
-1,779
-0.6% -$83K 2.78% 13
2020
Q2
$11M Buy
274,992
+2,496
+0.9% +$99.7K 2.65% 16
2020
Q1
$10.3M Buy
272,496
+45
+0% +$1.7K 3.03% 11
2019
Q4
$10.8M Buy
272,451
+2,679
+1% +$106K 2.44% 21
2019
Q3
$10.7M Buy
269,772
+7,944
+3% +$314K 2.71% 14
2019
Q2
$9.64M Sell
261,828
-29,583
-10% -$1.09M 2.38% 19
2019
Q1
$9.47M Buy
291,411
+3,987
+1% +$130K 2.06% 24
2018
Q4
$8.93M Sell
287,424
-4,116
-1% -$128K 2.23% 21
2018
Q3
$9.13M Buy
291,540
+16,752
+6% +$524K 1.9% 27
2018
Q2
$7.85M Sell
274,788
-14,220
-5% -$406K 1.87% 26
2018
Q1
$8.57M Buy
289,008
+2,073
+0.7% +$61.5K 2.06% 26
2017
Q4
$9.45M Buy
+286,935
New +$9.45M 2.22% 25