Valmark Advisers’s Walmart WMT Stock Holding History

Valmark Advisers’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.18M	Buy	63,245 +84	+0.1%	+$8.21K	0.09%	97
2025 Q1	$5.54M	Sell	63,161 -164	-0.3%	-$14.4K	0.08%	100
2024 Q4	$5.72M	Buy	63,325 +6,538	+12%	+$591K	0.09%	100
2024 Q3	$4.59M	Buy	56,787 +3,822	+7%	+$309K	0.07%	108
2024 Q2	$3.59M	Buy	52,965 +3,799	+8%	+$257K	0.06%	124
2024 Q1	$2.96M	Buy	49,166 +4,103	+9%	+$247K	0.05%	131
2023 Q4	$2.37M	Sell	45,063 -2,232	-5%	-$117K	0.04%	144
2023 Q3	$2.52M	Buy	47,295 +222	+0.5%	+$11.8K	0.05%	125
2023 Q2	$2.47M	Sell	47,073 -1,158	-2%	-$60.7K	0.05%	125
2023 Q1	$2.37M	Buy	48,231 +5,532	+13%	+$272K	0.05%	128
2022 Q4	$2.02M	Buy	42,699 +1,173	+3%	+$55.4K	0.05%	140
2022 Q3	$1.8M	Buy	41,526 +471	+1%	+$20.4K	0.04%	125
2022 Q2	$1.66M	Sell	41,055 -903	-2%	-$36.6K	0.03%	135
2022 Q1	$2.08M	Buy	41,958 +1,314	+3%	+$65.2K	0.04%	121
2021 Q4	$1.96M	Buy	40,644 +3,372	+9%	+$163K	0.03%	123
2021 Q3	$1.73M	Buy	37,272 +123	+0.3%	+$5.72K	0.03%	126
2021 Q2	$1.75M	Sell	37,149 -969	-3%	-$45.5K	0.03%	129
2021 Q1	$1.73M	Buy	38,118 +4,611	+14%	+$209K	0.03%	123
2020 Q4	$1.61M	Buy	33,507 +21,123	+171%	+$1.01M	0.03%	120
2020 Q3	$578K	Buy	12,384 +30	+0.2%	+$1.4K	0.01%	170
2020 Q2	$493K	Sell	12,354 -603	-5%	-$24.1K	0.01%	166
2020 Q1	$491K	Sell	12,957 -45	-0.3%	-$1.71K	0.01%	148
2019 Q4	$515K	Sell	13,002 -1,884	-13%	-$74.6K	0.01%	148
2019 Q3	$589K	Buy	14,886 +3,213	+28%	+$127K	0.01%	142
2019 Q2	$430K	Buy	11,673 +414	+4%	+$15.3K	0.01%	151
2019 Q1	$366K	Sell	11,259 -105	-0.9%	-$3.41K	0.01%	160
2018 Q4	$353K	Buy	11,364 +969	+9%	+$30.1K	0.01%	143
2018 Q3	$325K	Hold	10,395	–	–	0.01%	152
2018 Q2	$297K	Sell	10,395 -135	-1%	-$3.86K	0.01%	155
2018 Q1	$312K	Sell	10,530 -558	-5%	-$16.5K	0.01%	144
2017 Q4	$365K	Buy	+11,088	New	+$365K	0.01%	132