WBH Advisory’s Walmart WMT Stock Holding History

WBH Advisory’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	$2.38M	Sell	24,360 -220	-0.9%	-$21.5K	0.2%	88
2025 Q1	$2.16M	Sell	24,580 -392	-2%	-$34.4K	0.2%	90
2024 Q4	$2.26M	Sell	24,972 -269	-1%	-$24.3K	0.21%	84
2024 Q3	$2.04M	Sell	25,241 -1,371	-5%	-$111K	0.19%	91
2024 Q2	$1.8M	Sell	26,612 -1,120	-4%	-$75.8K	0.18%	95
2024 Q1	$1.67M	Sell	27,732 -3,090	-10%	-$186K	0.17%	102
2023 Q4	$1.62M	Sell	30,822 -516	-2%	-$27.1K	0.18%	104
2023 Q3	$1.67M	Buy	31,338 +114	+0.4%	+$6.08K	0.21%	98
2023 Q2	$1.64M	Sell	31,224 -42	-0.1%	-$2.2K	0.19%	102
2023 Q1	$1.54M	Buy	+31,266	New	+$1.54M	0.19%	108
2022 Q3	$1.4M	Sell	32,298 -2,382	-7%	-$103K	0.2%	108
2022 Q2	$1.45M	Buy	34,680 +531	+2%	+$22.2K	0.19%	111
2022 Q1	$1.78M	Sell	34,149 -231	-0.7%	-$12K	0.22%	101
2021 Q4	$1.66M	Buy	34,380 +1,260	+4%	+$60.8K	0.19%	106
2021 Q3	$1.54M	Buy	33,120 +3	+0%	+$139	0.21%	108
2021 Q2	$1.57M	Sell	33,117 -597	-2%	-$28.4K	0.23%	92
2021 Q1	$1.53M	Sell	33,714 -639	-2%	-$28.9K	0.25%	89
2020 Q4	$1.67M	Sell	34,353 -162	-0.5%	-$7.86K	0.29%	81
2020 Q3	$1.61M	Sell	34,515 -426	-1%	-$19.9K	0.33%	71
2020 Q2	$1.4M	Sell	34,941 -108	-0.3%	-$4.31K	0.34%	74
2020 Q1	$1.33K	Buy	35,049 +444	+1%	+$17	0.31%	63
2019 Q4	$1.37M	Sell	34,605 -1,878	-5%	-$74.3K	0.28%	81
2019 Q3	$1.44M	Sell	36,483 -993	-3%	-$39.3K	0.32%	77
2019 Q2	$1.38M	Buy	37,476 +45	+0.1%	+$1.66K	0.32%	75
2019 Q1	$1.22M	Buy	37,431 +831	+2%	+$27K	0.29%	82
2018 Q4	$1.14K	Buy	36,600 +390	+1%	+$12	0.28%	83
2018 Q3	$1.13M	Buy	36,210 +333	+0.9%	+$10.4K	0.27%	87
2018 Q2	$1.02M	Sell	35,877 -144	-0.4%	-$4.11K	0.27%	91
2018 Q1	$1.07M	Buy	36,021 +9	+0%	+$267	0.29%	85
2017 Q4	$1.19M	Sell	36,012 -465	-1%	-$15.3K	0.32%	79
2017 Q3	$950K	Buy	36,477 +6,177	+20%	+$161K	0.27%	86
2017 Q2	$764K	Buy	30,300 +2,124	+8%	+$53.6K	0.21%	99
2017 Q1	$677K	Buy	28,176 +1,041	+4%	+$25K	0.2%	105
2016 Q4	$625K	Buy	27,135 +2,961	+12%	+$68.2K	0.21%	105
2016 Q3	$581K	Buy	24,174 +18	+0.1%	+$433	0.2%	113
2016 Q2	$587K	Buy	24,156 +387	+2%	+$9.4K	0.23%	101
2016 Q1	$542K	Sell	23,769 -1,344	-5%	-$30.6K	0.18%	111
2015 Q4	$513	Sell	25,113 -17,985	-42%	-$367	0.18%	111
2015 Q3	$931K	Sell	43,098 -9,087	-17%	-$196K	0.39%	63
2015 Q2	$1.23M	Sell	52,185 -591	-1%	-$14K	0.48%	55
2015 Q1	$1.45K	Buy	52,776 +2,886	+6%	+$79	0.41%	50
2014 Q4	$1.43M	Sell	49,890 -1,425	-3%	-$40.8K	0.54%	44
2014 Q3	$1.31M	Buy	51,315 +1,149	+2%	+$29.3K	0.46%	47
2014 Q2	$1.26M	Buy	50,166 +1,536	+3%	+$38.4K	0.47%	50
2014 Q1	$1.24M	Buy	48,630 +16,254	+50%	+$414K	0.49%	47
2013 Q4	$849K	Buy	32,376 +1,032	+3%	+$27.1K	0.34%	82
2013 Q3	$773K	Sell	31,344 -216	-0.7%	-$5.33K	0.35%	78
2013 Q2	$783K	Buy	+31,560	New	+$783K	0.36%	77