TruWealth 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 | $3.17M | Buy |
32,459
+101
| +0.3% | +$9.88K | 0.17% | 68 |
|
|
2025
Q1 | $2.84M | Sell |
32,358
-1,048
| -3% | -$92K | 0.17% | 65 |
|
|
2024
Q4 | $3.02M | Buy |
33,406
+923
| +3% | +$83.4K | 0.18% | 62 |
|
|
2024
Q3 | $2.62M | Buy |
32,483
+60
| +0.2% | +$4.85K | 0.16% | 66 |
|
|
2024
Q2 | $2.2M | Buy |
32,423
+557
| +2% | +$37.7K | 0.15% | 65 |
|
|
2024
Q1 | $1.92M | Sell |
31,866
-174
| -0.5% | -$10.5K | 0.13% | 70 |
|
|
2023
Q4 | $1.68M | Buy |
32,040
+3
| +0% | +$158 | 0.13% | 67 |
|
|
2023
Q3 | $1.71M | Buy |
32,037
+84
| +0.3% | +$4.48K | 0.15% | 64 |
|
|
2023
Q2 | $1.67M | Buy |
31,953
+42
| +0.1% | +$2.2K | 0.14% | 65 |
|
|
2023
Q1 | $1.57M | Sell |
31,911
-141
| -0.4% | -$6.93K | 0.14% | 66 |
|
|
2022
Q4 | $1.51M | Sell |
32,052
-519
| -2% | -$24.5K | 0.15% | 69 |
|
|
2022
Q3 | $1.41M | Sell |
32,571
-2,652
| -8% | -$115K | 0.15% | 66 |
|
|
2022
Q2 | $1.43M | Buy |
35,223
+3,378
| +11% | +$137K | 0.15% | 64 |
|
|
2022
Q1 | $1.58M | Sell |
31,845
-6,741
| -17% | -$335K | 0.16% | 59 |
|
|
2021
Q4 | $1.86M | Sell |
38,586
-183,909
| -83% | -$8.87M | 0.19% | 52 |
|
|
2021
Q3 | $10.3M | Buy |
222,495
+7,956
| +4% | +$370K | 1.15% | 25 |
|
|
2021
Q2 | $10.1M | Buy |
214,539
+28,389
| +15% | +$1.33M | 1.18% | 23 |
|
|
2021
Q1 | $8.43M | Buy |
186,150
+10,947
| +6% | +$496K | 1.14% | 23 |
|
|
2020
Q4 | $8.42M | Buy |
+175,203
| New | +$8.42M | 1.26% | 21 |
|