Wealthspire Advisors (New York)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
186,880
+16,864
| +10% | +$1.65M | 0.1% | 81 |
|
|
2025
Q1 | $14.9M | Buy |
170,016
+88,154
| +108% | +$7.74M | 0.09% | 90 |
|
|
2024
Q4 | $7.4M | Buy |
81,862
+10,913
| +15% | +$986K | 0.07% | 124 |
|
|
2024
Q3 | $5.73M | Sell |
70,949
-3,194
| -4% | -$258K | 0.06% | 142 |
|
|
2024
Q2 | $5.02M | Buy |
74,143
+358
| +0.5% | +$24.2K | 0.06% | 115 |
|
|
2024
Q1 | $4.44M | Sell |
73,785
-14,838
| -17% | -$893K | 0.06% | 120 |
|
|
2023
Q4 | $4.66M | Buy |
88,623
+21,990
| +33% | +$1.16M | 0.07% | 115 |
|
|
2023
Q3 | $3.55M | Buy |
66,633
+4,827
| +8% | +$257K | 0.06% | 122 |
|
|
2023
Q2 | $3.24M | Sell |
61,806
-7,989
| -11% | -$419K | 0.05% | 118 |
|
|
2023
Q1 | $3.43M | Sell |
69,795
-6,504
| -9% | -$320K | 0.06% | 112 |
|
|
2022
Q4 | $3.61M | Buy |
76,299
+10,497
| +16% | +$496K | 0.07% | 114 |
|
|
2022
Q3 | $2.85M | Buy |
65,802
+342
| +0.5% | +$14.8K | 0.06% | 117 |
|
|
2022
Q2 | $2.65M | Buy |
65,460
+11,049
| +20% | +$448K | 0.06% | 122 |
|
|
2022
Q1 | $2.7M | Buy |
54,411
+594
| +1% | +$29.5K | 0.06% | 106 |
|
|
2021
Q4 | $2.6M | Sell |
53,817
-6,681
| -11% | -$322K | 0.06% | 120 |
|
|
2021
Q3 | $2.81M | Buy |
60,498
+22,668
| +60% | +$1.05M | 0.06% | 134 |
|
|
2021
Q2 | $1.78M | Sell |
37,830
-53,370
| -59% | -$2.51M | 0.05% | 120 |
|
|
2021
Q1 | $4.13M | Buy |
91,200
+19,473
| +27% | +$882K | 0.1% | 101 |
|
|
2020
Q4 | $3.45M | Buy |
71,727
+40,533
| +130% | +$1.95M | 0.1% | 92 |
|
|
2020
Q3 | $1.46M | Buy |
31,194
+564
| +2% | +$26.3K | 0.09% | 101 |
|
|
2020
Q2 | $1.22M | Sell |
30,630
-48,165
| -61% | -$1.92M | 0.09% | 96 |
|
|
2020
Q1 | $2.98M | Buy |
78,795
+60,201
| +324% | +$2.28M | 0.13% | 94 |
|
|
2019
Q4 | $737K | Buy |
18,594
+4,383
| +31% | +$174K | 0.05% | 84 |
|
|
2019
Q3 | $562K | Buy |
+14,211
| New | +$562K | 0.05% | 80 |
|
|
2019
Q1 | – | Sell |
-3,261
| Closed | -$101K | – | 803 |
|
|
2018
Q4 | $101K | Buy |
+3,261
| New | +$101K | 0.01% | 111 |
|