Wealthcare Advisory Partners’s Walmart WMT Stock Holding History

Wealthcare Advisory Partners’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	$7.06M	Buy	72,185 +943	+1%	+$92.2K	0.16%	121
2025 Q1	$6.25M	Sell	71,242 -737	-1%	-$64.7K	0.17%	112
2024 Q4	$6.5M	Sell	71,979 -1,503	-2%	-$136K	0.18%	106
2024 Q3	$5.93M	Buy	73,482 +653	+0.9%	+$52.7K	0.17%	114
2024 Q2	$4.93M	Buy	72,829 +2,788	+4%	+$189K	0.15%	113
2024 Q1	$4.21M	Buy	70,041 +2,481	+4%	+$149K	0.14%	123
2023 Q4	$3.55M	Sell	67,560 -2,421	-3%	-$127K	0.14%	123
2023 Q3	$3.73M	Sell	69,981 -825	-1%	-$44K	0.17%	101
2023 Q2	$3.71M	Buy	70,806 +621	+0.9%	+$32.5K	0.17%	105
2023 Q1	$3.45M	Buy	70,185 +1,959	+3%	+$96.3K	0.15%	119
2022 Q4	$3.22M	Sell	68,226 -2,391	-3%	-$113K	0.15%	114
2022 Q3	$3.05M	Buy	70,617 +9,921	+16%	+$429K	0.17%	104
2022 Q2	$2.46M	Sell	60,696 -1,617	-3%	-$65.5K	0.15%	102
2022 Q1	$3.09M	Buy	62,313 +126	+0.2%	+$6.25K	0.19%	67
2021 Q4	$3M	Sell	62,187 -978	-2%	-$47.2K	0.18%	70
2021 Q3	$2.94M	Buy	63,165 +51	+0.1%	+$2.37K	0.19%	74
2021 Q2	$2.97M	Sell	63,114 -1,413	-2%	-$66.4K	0.2%	74
2021 Q1	$2.92M	Buy	64,527 +13,131	+26%	+$595K	0.21%	64
2020 Q4	$2.47M	Buy	51,396 +2,061	+4%	+$99K	0.22%	62
2020 Q3	$2.3M	Buy	49,335 +5,238	+12%	+$244K	0.25%	54
2020 Q2	$1.76M	Buy	44,097 +1,374	+3%	+$54.9K	0.22%	58
2020 Q1	$1.62M	Sell	42,723 -1,101	-3%	-$41.7K	0.24%	55
2019 Q4	$1.74M	Buy	43,824 +33,834	+339%	+$1.34M	0.22%	62
2019 Q3	$395K	Buy	9,990 +3,069	+44%	+$121K	0.06%	177
2019 Q2	$255K	Buy	6,921 +1,194	+21%	+$44K	0.04%	231
2019 Q1	$186K	Sell	5,727 -39	-0.7%	-$1.27K	0.03%	250
2018 Q4	$179K	Buy	5,766 +1,425	+33%	+$44.2K	0.03%	218
2018 Q3	$136K	Sell	4,341 -246	-5%	-$7.71K	0.03%	281
2018 Q2	$131K	Buy	4,587 +1,425	+45%	+$40.7K	0.03%	284
2018 Q1	$94K	Sell	3,162 -381	-11%	-$11.3K	0.02%	288
2017 Q4	$117K	Buy	3,543 +1,221	+53%	+$40.3K	0.03%	235
2017 Q3	$61K	Buy	+2,322	New	+$61K	0.02%	279