Ulland Investment 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 | $57K | Hold |
585
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $51K | Hold |
585
| – | – | 0.04% | 109 |
|
|
2024
Q4 | $53K | Hold |
585
| – | – | 0.03% | 112 |
|
|
2024
Q3 | $47K | Hold |
585
| – | – | 0.03% | 109 |
|
|
2024
Q2 | $40K | Hold |
585
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $35K | Hold |
585
| – | – | 0.03% | 122 |
|
|
2023
Q4 | $31K | Hold |
585
| – | – | 0.03% | 117 |
|
|
2023
Q3 | $31K | Hold |
585
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $31K | Hold |
585
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $29K | Hold |
585
| – | – | 0.03% | 114 |
|
|
2022
Q4 | $28K | Buy |
585
+300
| +105% | +$14.4K | 0.03% | 118 |
|
|
2022
Q3 | $12K | Hold |
285
| – | – | 0.01% | 158 |
|
|
2022
Q2 | $12K | Sell |
285
-285
| -50% | -$12K | 0.01% | 172 |
|
|
2022
Q1 | $28K | Buy |
570
+465
| +443% | +$22.8K | 0.02% | 134 |
|
|
2021
Q4 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 190 |
|