TRUE Private 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 | $501K | Buy |
5,124
+305
| +6% | +$29.8K | 0.06% | 145 |
|
|
2025
Q1 | $423K | Buy |
4,819
+2
| +0% | +$176 | 0.05% | 146 |
|
|
2024
Q4 | $435K | Buy |
4,817
+499
| +12% | +$45.1K | 0.05% | 144 |
|
|
2024
Q3 | $349K | Sell |
4,318
-9,581
| -69% | -$774K | 0.04% | 154 |
|
|
2024
Q2 | $941K | Buy |
13,899
+497
| +4% | +$33.7K | 0.11% | 102 |
|
|
2024
Q1 | $806K | Buy |
13,402
+1,234
| +10% | +$74.3K | 0.09% | 109 |
|
|
2023
Q4 | $639K | Buy |
12,168
+1,908
| +19% | +$100K | 0.08% | 129 |
|
|
2023
Q3 | $547K | Buy |
10,260
+1,962
| +24% | +$105K | 0.08% | 131 |
|
|
2023
Q2 | $435K | Buy |
8,298
+501
| +6% | +$26.3K | 0.06% | 144 |
|
|
2023
Q1 | $383K | Buy |
7,797
+60
| +0.8% | +$2.95K | 0.06% | 146 |
|
|
2022
Q4 | $366K | Sell |
7,737
-894
| -10% | -$42.2K | 0.06% | 144 |
|
|
2022
Q3 | $373K | Buy |
8,631
+156
| +2% | +$6.74K | 0.06% | 130 |
|
|
2022
Q2 | $343K | Hold |
8,475
| – | – | 0.05% | 147 |
|
|
2022
Q1 | $436K | Sell |
8,475
-186
| -2% | -$9.57K | 0.06% | 139 |
|
|
2021
Q4 | $417K | Sell |
8,661
-747
| -8% | -$36K | 0.06% | 164 |
|
|
2021
Q3 | $437K | Sell |
9,408
-117
| -1% | -$5.44K | 0.06% | 155 |
|
|
2021
Q2 | $447K | Sell |
9,525
-2,934
| -24% | -$138K | 0.07% | 142 |
|
|
2021
Q1 | $566K | Buy |
12,459
+1,863
| +18% | +$84.6K | 0.09% | 125 |
|
|
2020
Q4 | $511K | Sell |
10,596
-18
| -0.2% | -$868 | 0.09% | 125 |
|
|
2020
Q3 | $495K | Sell |
10,614
-2,880
| -21% | -$134K | 0.08% | 122 |
|
|
2020
Q2 | $538K | Buy |
13,494
+2,274
| +20% | +$90.7K | 0.1% | 111 |
|
|
2020
Q1 | $427K | Sell |
11,220
-6,006
| -35% | -$229K | 0.09% | 108 |
|
|
2019
Q4 | $685K | Buy |
17,226
+5,754
| +50% | +$229K | 0.11% | 111 |
|
|
2019
Q3 | $453K | Buy |
11,472
+1,134
| +11% | +$44.8K | 0.08% | 129 |
|
|
2019
Q2 | $380K | Buy |
10,338
+981
| +10% | +$36.1K | 0.06% | 138 |
|
|
2019
Q1 | $305K | Sell |
9,357
-14,175
| -60% | -$462K | 0.06% | 150 |
|
|
2018
Q4 | $734K | Buy |
23,532
+4,287
| +22% | +$134K | 0.13% | 107 |
|
|
2018
Q3 | $602K | Sell |
19,245
-39
| -0.2% | -$1.22K | 0.08% | 151 |
|
|
2018
Q2 | $550K | Sell |
19,284
-1,431
| -7% | -$40.8K | 0.09% | 150 |
|
|
2018
Q1 | $617K | Buy |
20,715
+3,393
| +20% | +$101K | 0.11% | 111 |
|
|
2017
Q4 | $571K | Buy |
+17,322
| New | +$571K | 0.1% | 116 |
|