Voya 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
Q1 | – | Sell |
-2,826
| Closed | -$256K | – | 237 |
|
2024
Q4 | $256K | Buy |
2,826
+105
| +4% | +$9.51K | 0.03% | 206 |
|
2024
Q3 | $217K | Buy |
+2,721
| New | +$217K | 0.02% | 214 |
|
2021
Q2 | – | Sell |
-80,373
| Closed | -$3.64M | – | 619 |
|
2021
Q1 | $3.64M | Sell |
80,373
-7,167
| -8% | -$324K | 0.14% | 128 |
|
2020
Q4 | $4.21M | Buy |
87,540
+30,450
| +53% | +$1.46M | 0.18% | 91 |
|
2020
Q3 | $2.61M | Sell |
57,090
-9,480
| -14% | -$433K | 0.13% | 121 |
|
2020
Q2 | $2.64M | Sell |
66,570
-14,976
| -18% | -$594K | 0.14% | 114 |
|
2020
Q1 | $3.13M | Sell |
81,546
-17,214
| -17% | -$661K | 0.17% | 90 |
|
2019
Q4 | $3.93M | Buy |
98,760
+2,526
| +3% | +$101K | 0.19% | 92 |
|
2019
Q3 | $3.8M | Sell |
96,234
-1,899
| -2% | -$75K | 0.2% | 87 |
|
2019
Q2 | $3.6M | Buy |
98,133
+12,432
| +15% | +$456K | 0.19% | 97 |
|
2019
Q1 | $2.78M | Buy |
85,701
+3,054
| +4% | +$98.9K | 0.16% | 113 |
|
2018
Q4 | $2.54M | Buy |
82,647
+5,448
| +7% | +$167K | 0.17% | 117 |
|
2018
Q3 | $2.42M | Buy |
77,199
+3,687
| +5% | +$116K | 0.14% | 127 |
|
2018
Q2 | $2.1M | Buy |
73,512
+7,107
| +11% | +$203K | 0.14% | 136 |
|
2018
Q1 | $1.94M | Buy |
66,405
+981
| +1% | +$28.7K | 0.13% | 147 |
|
2017
Q4 | $2.17M | Buy |
65,424
+1,404
| +2% | +$46.5K | 0.14% | 146 |
|
2017
Q3 | $1.69M | Sell |
64,020
-10,503
| -14% | -$276K | 0.11% | 162 |
|
2017
Q2 | $1.89M | Sell |
74,523
-1,644
| -2% | -$41.6K | 0.13% | 142 |
|
2017
Q1 | $1.8M | Sell |
76,167
-2,949
| -4% | -$69.5K | 0.14% | 139 |
|
2016
Q4 | $1.83M | Buy |
79,116
+14,172
| +22% | +$327K | 0.16% | 125 |
|
2016
Q3 | $1.53M | Buy |
64,944
+4,404
| +7% | +$104K | 0.16% | 116 |
|
2016
Q2 | $1.46M | Buy |
60,540
+2,508
| +4% | +$60.6K | 0.17% | 108 |
|
2016
Q1 | $1.33M | Buy |
58,032
+18,687
| +47% | +$429K | 0.19% | 102 |
|
2015
Q4 | $809K | Sell |
39,345
-14,883
| -27% | -$306K | 0.12% | 138 |
|
2015
Q3 | $1.15M | Buy |
54,228
+4,095
| +8% | +$87.1K | 0.21% | 89 |
|
2015
Q2 | $1.19M | Buy |
50,133
+3,804
| +8% | +$90.6K | 0.21% | 85 |
|
2015
Q1 | $1.28M | Buy |
+46,329
| New | +$1.28M | 0.25% | 94 |
|