USAdvisors Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $991K | Sell |
10,129
-327
| -3% | -$32K | 0.37% | 62 |
|
2025
Q1 | $917K | Sell |
10,456
-568
| -5% | -$49.8K | 0.32% | 65 |
|
2024
Q4 | $996K | Sell |
11,024
-47
| -0.4% | -$4.25K | 0.32% | 64 |
|
2024
Q3 | $883K | Buy |
11,071
+2,547
| +30% | +$203K | 0.31% | 68 |
|
2024
Q2 | $577K | Buy |
8,524
+158
| +2% | +$10.7K | 0.2% | 75 |
|
2024
Q1 | $508K | Sell |
8,366
-1,450
| -15% | -$88K | 0.19% | 83 |
|
2023
Q4 | $515K | Buy |
9,816
+4,032
| +70% | +$212K | 0.21% | 82 |
|
2023
Q3 | $308K | Buy |
5,784
+63
| +1% | +$3.36K | 0.14% | 89 |
|
2023
Q2 | $302K | Buy |
5,721
+87
| +2% | +$4.59K | 0.14% | 89 |
|
2023
Q1 | $277K | Buy |
+5,634
| New | +$277K | 0.13% | 97 |
|