TCI Wealth 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 | $1.96M | Buy |
20,006
+654
| +3% | +$63.9K | 0.13% | 64 |
|
|
2025
Q1 | $1.7M | Sell |
19,352
-1,300
| -6% | -$114K | 0.14% | 61 |
|
|
2024
Q4 | $1.87M | Buy |
20,652
+61
| +0.3% | +$5.51K | 0.16% | 56 |
|
|
2024
Q3 | $1.66M | Buy |
20,591
+1,703
| +9% | +$138K | 0.14% | 59 |
|
|
2024
Q2 | $1.28M | Buy |
18,888
+536
| +3% | +$36.3K | 0.12% | 64 |
|
|
2024
Q1 | $1.1M | Buy |
18,352
+673
| +4% | +$40.5K | 0.11% | 71 |
|
|
2023
Q4 | $929K | Sell |
17,679
-2,955
| -14% | -$155K | 0.1% | 80 |
|
|
2023
Q3 | $1.1M | Buy |
20,634
+2,814
| +16% | +$150K | 0.14% | 67 |
|
|
2023
Q2 | $934K | Sell |
17,820
-69
| -0.4% | -$3.62K | 0.12% | 76 |
|
|
2023
Q1 | $879K | Sell |
17,889
-570
| -3% | -$28K | 0.11% | 76 |
|
|
2022
Q4 | $872K | Buy |
18,459
+1,347
| +8% | +$63.7K | 0.12% | 72 |
|
|
2022
Q3 | $740K | Buy |
17,112
+576
| +3% | +$24.9K | 0.12% | 73 |
|
|
2022
Q2 | $670K | Sell |
16,536
-1,611
| -9% | -$65.3K | 0.1% | 82 |
|
|
2022
Q1 | $901K | Buy |
18,147
+384
| +2% | +$19.1K | 0.14% | 70 |
|
|
2021
Q4 | $857K | Sell |
17,763
-909
| -5% | -$43.9K | 0.13% | 68 |
|
|
2021
Q3 | $867K | Buy |
18,672
+1,308
| +8% | +$60.7K | 0.13% | 66 |
|
|
2021
Q2 | $816K | Buy |
17,364
+531
| +3% | +$25K | 0.14% | 67 |
|
|
2021
Q1 | $762K | Sell |
16,833
-786
| -4% | -$35.6K | 0.32% | 60 |
|
|
2020
Q4 | $847K | Sell |
17,619
-7,011
| -28% | -$337K | 0.38% | 49 |
|
|
2020
Q3 | $1.15M | Sell |
24,630
-939
| -4% | -$43.8K | 0.45% | 51 |
|
|
2020
Q2 | $1.02M | Buy |
25,569
+2,424
| +10% | +$96.8K | 0.44% | 51 |
|
|
2020
Q1 | $877K | Sell |
23,145
-498
| -2% | -$18.9K | 0.43% | 53 |
|
|
2019
Q4 | $937K | Buy |
23,643
+1,986
| +9% | +$78.7K | 0.36% | 59 |
|
|
2019
Q3 | $857K | Buy |
21,657
+663
| +3% | +$26.2K | 0.38% | 59 |
|
|
2019
Q2 | $773K | Sell |
20,994
-105
| -0.5% | -$3.87K | 0.35% | 60 |
|
|
2019
Q1 | $686K | Sell |
21,099
-213
| -1% | -$6.93K | 0.3% | 68 |
|
|
2018
Q4 | $662K | Buy |
21,312
+972
| +5% | +$30.2K | 0.32% | 61 |
|
|
2018
Q3 | $637K | Buy |
20,340
+1,056
| +5% | +$33.1K | 0.27% | 74 |
|
|
2018
Q2 | $551K | Sell |
19,284
-9
| -0% | -$257 | 0.25% | 80 |
|
|
2018
Q1 | $572K | Sell |
19,293
-108
| -0.6% | -$3.2K | 0.26% | 75 |
|
|
2017
Q4 | $639K | Buy |
19,401
+1,515
| +8% | +$49.9K | 0.28% | 75 |
|
|
2017
Q3 | $466K | Buy |
17,886
+540
| +3% | +$14.1K | 0.23% | 79 |
|
|
2017
Q2 | $438K | Sell |
17,346
-234
| -1% | -$5.91K | 0.22% | 80 |
|
|
2017
Q1 | $422K | Sell |
17,580
-1,410
| -7% | -$33.8K | 0.22% | 79 |
|
|
2016
Q4 | $438K | Buy |
18,990
+1,317
| +7% | +$30.4K | 0.23% | 76 |
|
|
2016
Q3 | $425K | Sell |
17,673
-1,338
| -7% | -$32.2K | 0.23% | 78 |
|
|
2016
Q2 | $463K | Buy |
19,011
+3,021
| +19% | +$73.6K | 0.26% | 73 |
|
|
2016
Q1 | $365K | Buy |
15,990
+1,128
| +8% | +$25.7K | 0.2% | 87 |
|
|
2015
Q4 | $304K | Sell |
14,862
-402
| -3% | -$8.22K | 0.17% | 102 |
|
|
2015
Q3 | $330K | Buy |
15,264
+1,350
| +10% | +$29.2K | 0.2% | 88 |
|
|
2015
Q2 | $329K | Sell |
13,914
-1,149
| -8% | -$27.2K | 0.19% | 90 |
|
|
2015
Q1 | $413K | Sell |
15,063
-189
| -1% | -$5.18K | 0.26% | 72 |
|
|
2014
Q4 | $437K | Sell |
15,252
-639
| -4% | -$18.3K | 0.27% | 72 |
|
|
2014
Q3 | $405K | Sell |
15,891
-204
| -1% | -$5.2K | 0.26% | 72 |
|
|
2014
Q2 | $403K | Sell |
16,095
-600
| -4% | -$15K | 0.24% | 74 |
|
|
2014
Q1 | $425K | Sell |
16,695
-495
| -3% | -$12.6K | 0.28% | 70 |
|
|
2013
Q4 | $451K | Sell |
17,190
-69
| -0.4% | -$1.81K | 0.28% | 69 |
|
|
2013
Q3 | $426K | Sell |
17,259
-3,894
| -18% | -$96.1K | 0.32% | 60 |
|
|
2013
Q2 | $525K | Buy |
+21,153
| New | +$525K | 0.4% | 59 |
|