WA
WealthTrust Axiom’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
9,320
-45
| -0.5% | -$4.4K | 0.27% | 78 |
|
|
2025
Q1 | $822K | Sell |
9,365
-415
| -4% | -$36.4K | 0.25% | 84 |
|
|
2024
Q4 | $884K | Buy |
9,780
+50
| +0.5% | +$4.52K | 0.26% | 77 |
|
|
2024
Q3 | $786K | Hold |
9,730
| – | – | 0.23% | 97 |
|
|
2024
Q2 | $659K | Buy |
9,730
+130
| +1% | +$8.8K | 0.22% | 101 |
|
|
2024
Q1 | $578K | Buy |
9,600
+6,400
| +200% | +$385K | 0.19% | 117 |
|
|
2023
Q4 | $504K | Buy |
3,200
+130
| +4% | +$20.5K | 0.17% | 124 |
|
|
2023
Q3 | $491K | Buy |
3,070
+150
| +5% | +$24K | 0.18% | 119 |
|
|
2023
Q2 | $459K | Hold |
2,920
| – | – | 0.15% | 137 |
|
|
2023
Q1 | $431K | Hold |
2,920
| – | – | 0.15% | 141 |
|
|
2022
Q4 | $414K | Hold |
2,920
| – | – | 0.14% | 144 |
|
|
2022
Q3 | $378K | Hold |
2,920
| – | – | 0.14% | 138 |
|
|
2022
Q2 | $355K | Hold |
2,920
| – | – | 0.13% | 153 |
|
|
2022
Q1 | $434K | Hold |
2,920
| – | – | 0.14% | 148 |
|
|
2021
Q4 | $422K | Hold |
2,920
| – | – | 0.13% | 145 |
|
|
2021
Q3 | $406K | Sell |
2,920
-3
| -0.1% | -$417 | 0.14% | 142 |
|
|
2021
Q2 | $412K | Sell |
2,923
-394
| -12% | -$55.5K | 0.13% | 141 |
|
|
2021
Q1 | $450K | Sell |
3,317
-500
| -13% | -$67.8K | 0.15% | 128 |
|
|
2020
Q4 | $550K | Hold |
3,817
| – | – | 0.2% | 104 |
|
|
2020
Q3 | $534K | Buy |
3,817
+897
| +31% | +$125K | 0.23% | 91 |
|
|
2020
Q2 | $349K | Buy |
2,920
+100
| +4% | +$12K | 0.15% | 115 |
|
|
2020
Q1 | $320K | Hold |
2,820
| – | – | 0.16% | 116 |
|
|
2019
Q4 | $335K | Hold |
2,820
| – | – | 0.11% | 137 |
|
|
2019
Q3 | $334K | Hold |
2,820
| – | – | 0.12% | 141 |
|
|
2019
Q2 | $311K | Hold |
2,820
| – | – | 0.11% | 148 |
|
|
2019
Q1 | $275K | Hold |
2,820
| – | – | 0.1% | 159 |
|
|
2018
Q4 | $262K | Hold |
2,820
| – | – | 0.11% | 156 |
|
|
2018
Q3 | $264K | Hold |
2,820
| – | – | 0.09% | 175 |
|
|
2018
Q2 | $241K | Hold |
2,820
| – | – | 0.09% | 184 |
|
|
2018
Q1 | $250K | Hold |
2,820
| – | – | 0.09% | 180 |
|
|
2017
Q4 | $278K | Sell |
2,820
-1,595
| -36% | -$157K | 0.1% | 168 |
|
|
2017
Q3 | $344K | Hold |
4,415
| – | – | 0.13% | 141 |
|
|
2017
Q2 | $334K | Sell |
4,415
-550
| -11% | -$41.6K | 0.13% | 146 |
|
|
2017
Q1 | $357K | Hold |
4,965
| – | – | 0.13% | 138 |
|
|
2016
Q4 | $343K | Hold |
4,965
| – | – | 0.12% | 143 |
|
|
2016
Q3 | $358K | Sell |
4,965
-150
| -3% | -$10.8K | 0.13% | 136 |
|
|
2016
Q2 | $373K | Sell |
5,115
-350
| -6% | -$25.5K | 0.14% | 126 |
|
|
2016
Q1 | $374K | Hold |
5,465
| – | – | 0.15% | 124 |
|
|
2015
Q4 | $335K | Hold |
5,465
| – | – | 0.13% | 130 |
|
|
2015
Q3 | $354K | Buy |
5,465
+1,000
| +22% | +$64.8K | 0.15% | 119 |
|
|
2015
Q2 | $316K | Hold |
4,465
| – | – | 0.12% | 141 |
|
|
2015
Q1 | $367K | Sell |
4,465
-10
| -0.2% | -$822 | 0.13% | 133 |
|
|
2014
Q4 | $384K | Sell |
4,475
-50
| -1% | -$4.29K | 0.14% | 119 |
|
|
2014
Q3 | $346K | Hold |
4,525
| – | – | 0.12% | 130 |
|
|
2014
Q2 | $339K | Hold |
4,525
| – | – | 0.11% | 131 |
|
|
2014
Q1 | $345K | Hold |
4,525
| – | – | 0.12% | 122 |
|
|
2013
Q4 | $356K | Buy |
4,525
+150
| +3% | +$11.8K | 0.14% | 110 |
|
|
2013
Q3 | $323K | Hold |
4,375
| – | – | 0.13% | 115 |
|
|
2013
Q2 | $325K | Buy |
+4,375
| New | +$325K | 0.14% | 110 |
|