United Capital Financial 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 | $38.9M | Sell |
397,422
-33,517
| -8% | -$3.28M | 0.31% | 69 |
|
|
2025
Q1 | $37.8M | Sell |
430,939
-77,147
| -15% | -$6.77M | 0.32% | 69 |
|
|
2024
Q4 | $45.9M | Sell |
508,086
-162,554
| -24% | -$14.7M | 0.39% | 59 |
|
|
2024
Q3 | $54.2M | Sell |
670,640
-17,141
| -2% | -$1.38M | 0.45% | 52 |
|
|
2024
Q2 | $46.6M | Sell |
687,781
-38,750
| -5% | -$2.62M | 0.4% | 56 |
|
|
2024
Q1 | $43.7M | Sell |
726,531
-111,522
| -13% | -$6.71M | 0.36% | 63 |
|
|
2023
Q4 | $44M | Sell |
838,053
-732,846
| -47% | -$38.5M | 0.37% | 60 |
|
|
2023
Q3 | $83.7M | Sell |
1,570,899
-146,373
| -9% | -$7.8M | 0.55% | 37 |
|
|
2023
Q2 | $90M | Sell |
1,717,272
-372
| -0% | -$19.5K | 0.49% | 36 |
|
|
2023
Q1 | $84.4M | Sell |
1,717,644
-41,829
| -2% | -$2.06M | 0.47% | 41 |
|
|
2022
Q4 | $83.2M | Buy |
1,759,473
+1,698
| +0.1% | +$80.3K | 0.47% | 41 |
|
|
2022
Q3 | $76M | Sell |
1,757,775
-65,865
| -4% | -$2.85M | 0.45% | 41 |
|
|
2022
Q2 | $73.9M | Buy |
1,823,640
+984,000
| +117% | +$39.9M | 0.41% | 43 |
|
|
2022
Q1 | $41.7M | Buy |
839,640
+12,576
| +2% | +$624K | 0.2% | 104 |
|
|
2021
Q4 | $39.9M | Sell |
827,064
-249
| -0% | -$12K | 0.18% | 116 |
|
|
2021
Q3 | $38.4M | Buy |
827,313
+6,711
| +0.8% | +$312K | 0.19% | 108 |
|
|
2021
Q2 | $38.6M | Sell |
820,602
-31,131
| -4% | -$1.46M | 0.19% | 109 |
|
|
2021
Q1 | $38.6M | Sell |
851,733
-741,762
| -47% | -$33.6M | 0.21% | 101 |
|
|
2020
Q4 | $76.6M | Sell |
1,593,495
-6,171
| -0.4% | -$297K | 0.46% | 43 |
|
|
2020
Q3 | $74.6M | Buy |
1,599,666
+65,937
| +4% | +$3.08M | 0.49% | 38 |
|
|
2020
Q2 | $61.2M | Sell |
1,533,729
-183,996
| -11% | -$7.35M | 0.45% | 49 |
|
|
2020
Q1 | $62.9M | Buy |
1,717,725
+253,206
| +17% | +$9.27M | 0.52% | 35 |
|
|
2019
Q4 | $58M | Buy |
1,464,519
+139,938
| +11% | +$5.54M | 0.37% | 54 |
|
|
2019
Q3 | $52.4M | Sell |
1,324,581
-93,201
| -7% | -$3.69M | 0.37% | 56 |
|
|
2019
Q2 | $52.2M | Buy |
1,417,782
+107,475
| +8% | +$3.96M | 0.34% | 59 |
|
|
2019
Q1 | $42.6M | Buy |
1,310,307
+16,257
| +1% | +$529K | 0.3% | 77 |
|
|
2018
Q4 | $40.2M | Buy |
1,294,050
+310,275
| +32% | +$9.63M | 0.32% | 70 |
|
|
2018
Q3 | $30.8M | Buy |
983,775
+26,487
| +3% | +$829K | 0.22% | 103 |
|
|
2018
Q2 | $27.3M | Buy |
957,288
+43,737
| +5% | +$1.25M | 0.2% | 114 |
|
|
2018
Q1 | $27.1M | Buy |
913,551
+50,457
| +6% | +$1.5M | 0.21% | 114 |
|
|
2017
Q4 | $28.6M | Buy |
863,094
+18,486
| +2% | +$612K | 0.23% | 101 |
|
|
2017
Q3 | $22M | Buy |
844,608
+65,841
| +8% | +$1.71M | 0.19% | 125 |
|
|
2017
Q2 | $19.6M | Buy |
778,767
+38,727
| +5% | +$977K | 0.18% | 128 |
|
|
2017
Q1 | $17.8M | Buy |
740,040
+62,157
| +9% | +$1.49M | 0.17% | 141 |
|
|
2016
Q4 | $15.6M | Buy |
677,883
+25,521
| +4% | +$588K | 0.15% | 153 |
|
|
2016
Q3 | $15.7M | Buy |
652,362
+63,642
| +11% | +$1.53M | 0.15% | 156 |
|
|
2016
Q2 | $14.3M | Buy |
588,720
+12,468
| +2% | +$303K | 0.15% | 157 |
|
|
2016
Q1 | $13.2M | Sell |
576,252
-11,436
| -2% | -$261K | 0.15% | 150 |
|
|
2015
Q4 | $12M | Buy |
587,688
+231,867
| +65% | +$4.74M | 0.14% | 167 |
|
|
2015
Q3 | $7.69M | Buy |
355,821
+89,526
| +34% | +$1.93M | 0.09% | 231 |
|
|
2015
Q2 | $6.3M | Buy |
266,295
+162,471
| +156% | +$3.84M | 0.07% | 301 |
|
|
2015
Q1 | $2.7M | Buy |
103,824
+17,454
| +20% | +$454K | 0.03% | 492 |
|
|
2014
Q4 | $2.47M | Sell |
86,370
-33,726
| -28% | -$965K | 0.04% | 413 |
|
|
2014
Q3 | $3.06M | Buy |
120,096
+25,320
| +27% | +$645K | 0.05% | 332 |
|
|
2014
Q2 | $2.37M | Buy |
94,776
+1,539
| +2% | +$38.5K | 0.04% | 383 |
|
|
2014
Q1 | $2.38M | Sell |
93,237
-7,239
| -7% | -$184K | 0.05% | 332 |
|
|
2013
Q4 | $2.64M | Buy |
100,476
+28,374
| +39% | +$744K | 0.09% | 206 |
|
|
2013
Q3 | $1.78M | Sell |
72,102
-22,128
| -23% | -$546K | 0.06% | 273 |
|
|
2013
Q2 | $2.34M | Buy |
+94,230
| New | +$2.34M | 0.06% | 283 |
|