TFG Advisers’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
8,985
+635
| +8% | +$62.1K | 0.3% | 89 |
|
|
2025
Q1 | $733K | Buy |
8,350
+79
| +1% | +$6.94K | 0.27% | 98 |
|
|
2024
Q4 | $747K | Sell |
8,271
-116
| -1% | -$10.5K | 0.27% | 94 |
|
|
2024
Q3 | $677K | Sell |
8,387
-98
| -1% | -$7.91K | 0.24% | 106 |
|
|
2024
Q2 | $574K | Sell |
8,485
-114
| -1% | -$7.72K | 0.22% | 110 |
|
|
2024
Q1 | $517K | Buy |
8,599
+226
| +3% | +$13.6K | 0.2% | 119 |
|
|
2023
Q4 | $440K | Buy |
8,373
+408
| +5% | +$21.4K | 0.18% | 125 |
|
|
2023
Q3 | $425K | Hold |
7,965
| – | – | 0.2% | 121 |
|
|
2023
Q2 | $417K | Buy |
7,965
+45
| +0.6% | +$2.36K | 0.19% | 124 |
|
|
2023
Q1 | $389K | Sell |
7,920
-138
| -2% | -$6.78K | 0.19% | 126 |
|
|
2022
Q4 | $381K | Hold |
8,058
| – | – | 0.2% | 119 |
|
|
2022
Q3 | $348K | Buy |
8,058
+372
| +5% | +$16.1K | 0.19% | 123 |
|
|
2022
Q2 | $311K | Sell |
7,686
-102
| -1% | -$4.13K | 0.17% | 137 |
|
|
2022
Q1 | $387K | Sell |
7,788
-798
| -9% | -$39.7K | 0.18% | 130 |
|
|
2021
Q4 | $414K | Sell |
8,586
-198
| -2% | -$9.55K | 0.18% | 131 |
|
|
2021
Q3 | $408K | Buy |
8,784
+9
| +0.1% | +$418 | 0.2% | 124 |
|
|
2021
Q2 | $412K | Buy |
8,775
+33
| +0.4% | +$1.55K | 0.2% | 123 |
|
|
2021
Q1 | $396K | Buy |
8,742
+750
| +9% | +$34K | 0.2% | 122 |
|
|
2020
Q4 | $383K | Sell |
7,992
-2,154
| -21% | -$103K | 0.2% | 121 |
|
|
2020
Q3 | $473K | Buy |
10,146
+1,188
| +13% | +$55.4K | 0.27% | 97 |
|
|
2020
Q2 | $357K | Buy |
8,958
+843
| +10% | +$33.6K | 0.23% | 106 |
|
|
2020
Q1 | $307K | Buy |
8,115
+759
| +10% | +$28.7K | 0.24% | 106 |
|
|
2019
Q4 | $291K | Buy |
7,356
+903
| +14% | +$35.7K | 0.16% | 131 |
|
|
2019
Q3 | $255K | Buy |
6,453
+897
| +16% | +$35.4K | 0.17% | 133 |
|
|
2019
Q2 | $204K | Buy |
+5,556
| New | +$204K | 0.14% | 151 |
|