Wealth Enhancement Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252M | Buy |
2,566,767
+166,015
| +7% | +$16.3M | 0.42% | 42 |
|
|
2025
Q1 | $211M | Sell |
2,400,752
-437,911
| -15% | -$38.4M | 0.4% | 43 |
|
|
2024
Q4 | $256M | Buy |
2,838,663
+521,911
| +23% | +$47.2M | 0.49% | 34 |
|
|
2024
Q3 | $187M | Sell |
2,316,752
-97,335
| -4% | -$7.86M | 0.4% | 44 |
|
|
2024
Q2 | $163M | Buy |
2,414,087
+134,372
| +6% | +$9.1M | 0.39% | 45 |
|
|
2024
Q1 | $137M | Buy |
2,279,715
+54,054
| +2% | +$3.25M | 0.35% | 56 |
|
|
2023
Q4 | $117M | Buy |
2,225,661
+27,228
| +1% | +$1.43M | 0.34% | 61 |
|
|
2023
Q3 | $117M | Buy |
2,198,433
+1,903,173
| +645% | +$101M | 0.39% | 54 |
|
|
2023
Q2 | $15.5M | Buy |
295,260
+70,395
| +31% | +$3.69M | 0.17% | 66 |
|
|
2023
Q1 | $11.1M | Buy |
224,865
+49,122
| +28% | +$2.41M | 0.13% | 86 |
|
|
2022
Q4 | $8.33M | Buy |
175,743
+130,281
| +287% | +$6.17M | 0.11% | 95 |
|
|
2022
Q3 | $1.95M | Buy |
45,462
+33,921
| +294% | +$1.45M | 0.03% | 173 |
|
|
2022
Q2 | $482K | Buy |
11,541
+12
| +0.1% | +$501 | 0.01% | 280 |
|
|
2022
Q1 | $581K | Buy |
11,529
+9
| +0.1% | +$454 | 0.01% | 268 |
|
|
2021
Q4 | $535K | Sell |
11,520
-831
| -7% | -$38.6K | 0.01% | 250 |
|
|
2021
Q3 | $612K | Sell |
12,351
-108,756
| -90% | -$5.39M | 0.01% | 238 |
|
|
2021
Q2 | $5.72M | Buy |
121,107
+51,240
| +73% | +$2.42M | 0.09% | 94 |
|
|
2021
Q1 | $3.26M | Buy |
69,867
+3,291
| +5% | +$154K | 0.06% | 116 |
|
|
2020
Q4 | $3.21M | Sell |
66,576
-13,458
| -17% | -$649K | 0.07% | 95 |
|
|
2020
Q3 | $3.85M | Sell |
80,034
-192
| -0.2% | -$9.23K | 0.1% | 73 |
|
|
2020
Q2 | $3.55M | Buy |
80,226
+69,330
| +636% | +$3.07M | 0.1% | 74 |
|
|
2020
Q1 | $465K | Buy |
10,896
+1,026
| +10% | +$43.8K | 0.02% | 187 |
|
|
2019
Q4 | $391K | Buy |
9,870
+69
| +0.7% | +$2.73K | 0.01% | 190 |
|
|
2019
Q3 | $393K | Hold |
9,801
| – | – | 0.02% | 185 |
|
|
2019
Q2 | $367K | Buy |
9,801
+3
| +0% | +$112 | 0.02% | 185 |
|
|
2019
Q1 | $337K | Sell |
9,798
-97,197
| -91% | -$3.34M | 0.02% | 170 |
|
|
2018
Q4 | $3.49M | Buy |
+106,995
| New | +$3.49M | 0.22% | 44 |
|
|
2018
Q3 | – | Sell |
-34,839
| Closed | -$1M | – | 202 |
|
|
2018
Q2 | $1M | Buy |
34,839
+1,113
| +3% | +$32.1K | 0.06% | 120 |
|
|
2018
Q1 | $960K | Sell |
33,726
-28,647
| -46% | -$815K | 0.06% | 110 |
|
|
2017
Q4 | $2.1M | Sell |
62,373
-22,713
| -27% | -$764K | 0.15% | 77 |
|
|
2017
Q3 | $2.24M | Buy |
85,086
+52,509
| +161% | +$1.38M | 0.19% | 64 |
|
|
2017
Q2 | $796K | Buy |
+32,577
| New | +$796K | 0.07% | 127 |
|
|
2017
Q1 | – | Sell |
-28,983
| Closed | -$668K | – | 179 |
|
|
2016
Q4 | $668K | Buy |
28,983
+2,046
| +8% | +$47.2K | 0.08% | 128 |
|
|
2016
Q3 | $643K | Buy |
+26,937
| New | +$643K | 0.1% | 126 |
|
|
2015
Q4 | – | Sell |
-56,223
| Closed | -$1.25M | – | 134 |
|
|
2015
Q3 | $1.25M | Buy |
56,223
+8,196
| +17% | +$183K | 0.38% | 50 |
|
|
2015
Q2 | $1.14M | Buy |
48,027
+7,632
| +19% | +$181K | 0.35% | 44 |
|
|
2015
Q1 | $1.11M | Buy |
40,395
+4,530
| +13% | +$124K | 0.43% | 41 |
|
|
2014
Q4 | $1.03M | Buy |
+35,865
| New | +$1.03M | 0.4% | 41 |
|