Waddell & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
40,037
+853
| +2% | +$83.4K | 0.42% | 26 |
|
|
2025
Q1 | $3.44M | Buy |
39,184
+631
| +2% | +$55.4K | 0.42% | 24 |
|
|
2024
Q4 | $3.48M | Buy |
38,553
+600
| +2% | +$54.2K | 0.36% | 23 |
|
|
2024
Q3 | $3.06M | Buy |
37,953
+39
| +0.1% | +$3.15K | 0.37% | 25 |
|
|
2024
Q2 | $2.57M | Buy |
37,914
+131
| +0.3% | +$8.87K | 0.34% | 28 |
|
|
2024
Q1 | $2.27M | Buy |
37,783
+274
| +0.7% | +$16.5K | 0.31% | 28 |
|
|
2023
Q4 | $1.95M | Sell |
37,509
-18,015
| -32% | -$935K | 0.26% | 30 |
|
|
2023
Q3 | $2.96M | Buy |
55,524
+84
| +0.2% | +$4.48K | 0.43% | 27 |
|
|
2023
Q2 | $2.9M | Sell |
55,440
-96
| -0.2% | -$5.03K | 0.43% | 24 |
|
|
2023
Q1 | $2.73M | Sell |
55,536
-45
| -0.1% | -$2.21K | 0.43% | 24 |
|
|
2022
Q4 | $2.63M | Sell |
55,581
-270
| -0.5% | -$12.8K | 0.44% | 25 |
|
|
2022
Q3 | $2.42M | Sell |
55,851
-7,329
| -12% | -$317K | 0.47% | 20 |
|
|
2022
Q2 | $2.56M | Sell |
63,180
-120
| -0.2% | -$4.86K | 0.52% | 16 |
|
|
2022
Q1 | $3.14M | Buy |
63,300
+1,773
| +3% | +$88K | 0.5% | 18 |
|
|
2021
Q4 | $2.97M | Buy |
61,527
+3,315
| +6% | +$160K | 0.47% | 20 |
|
|
2021
Q3 | $2.7M | Buy |
58,212
+14,136
| +32% | +$657K | 0.46% | 20 |
|
|
2021
Q2 | $2.07K | Buy |
+44,076
| New | +$2.07K | 0.31% | 21 |
|