V Wealth Advisors’s Walmart WMT Stock Holding History

V Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$3.03M	Sell	56,751 -82,527	-59%	-$4.4M	2.42%	9
2023 Q2	$7.3M	Buy	139,278 +2,445	+2%	+$128K	1.22%	16
2023 Q1	$6.73M	Buy	136,833 +477	+0.3%	+$23.4K	1.26%	16
2022 Q4	$6.44M	Buy	136,356 +43,212	+46%	+$2.04M	1.33%	14
2022 Q3	$4.03M	Sell	93,144 -11,634	-11%	-$503K	0.81%	21
2022 Q2	$4.25M	Buy	104,778 +6,276	+6%	+$254K	0.8%	21
2022 Q1	$4.89M	Sell	98,502 -2,154	-2%	-$107K	0.78%	20
2021 Q4	$4.85M	Buy	100,656 +2,064	+2%	+$99.5K	0.71%	22
2021 Q3	$4.58M	Buy	98,592 +84	+0.1%	+$3.9K	0.71%	21
2021 Q2	$4.64M	Buy	98,508 +2,049	+2%	+$96.4K	0.74%	19
2021 Q1	$4.37M	Buy	96,459 +2,661	+3%	+$120K	0.8%	18
2020 Q4	$4.51M	Buy	93,798 +24,693	+36%	+$1.19M	0.93%	16
2020 Q3	$3.22M	Sell	69,105 -17,937	-21%	-$837K	2.23%	7
2020 Q2	$3.48M	Sell	87,042 -28,824	-25%	-$1.15M	0.9%	16
2020 Q1	$4.39M	Buy	115,866 +87,489	+308%	+$3.31M	1.37%	12
2019 Q4	$1.12M	Hold	28,377	–	–	0.4%	67
2019 Q3	$1.12M	Buy	28,377 +2,325	+9%	+$92K	0.4%	67
2019 Q2	$961K	Buy	26,052 +975	+4%	+$36K	0.37%	75
2019 Q1	$863K	Buy	25,077 +2,892	+13%	+$99.5K	0.35%	78
2018 Q4	$706K	Buy	22,185 +3,057	+16%	+$97.3K	0.36%	76
2018 Q3	$598K	Sell	19,128 -51	-0.3%	-$1.59K	0.28%	93
2018 Q2	$557K	Sell	19,179 -1,503	-7%	-$43.7K	0.31%	87
2018 Q1	$589K	Buy	20,682 +1,515	+8%	+$43.1K	0.31%	90
2017 Q4	$643K	Buy	19,167 +4,395	+30%	+$147K	0.32%	83
2017 Q3	$387K	Buy	14,772 +615	+4%	+$16.1K	0.2%	113
2017 Q2	$357K	Sell	14,157 -3,834	-21%	-$96.7K	0.17%	120
2017 Q1	$431K	Sell	17,991 -15,375	-46%	-$368K	0.26%	105
2016 Q4	$768K	Buy	33,366 +435	+1%	+$10K	0.56%	60
2016 Q3	$790K	Buy	32,931 +21,933	+199%	+$526K	0.64%	51
2016 Q2	$269K	Buy	10,998 +27	+0.2%	+$660	0.22%	125
2016 Q1	$252K	Buy	+10,971	New	+$252K	0.2%	117