WESPAC Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
13,441
| – | – | 0.92% | 29 |
|
|
2025
Q1 | $1.18M | Sell |
13,441
-182
| -1% | -$16K | 0.96% | 30 |
|
|
2024
Q4 | $1.23M | Buy |
13,623
+262
| +2% | +$23.7K | 0.91% | 26 |
|
|
2024
Q3 | $1.08M | Buy |
13,361
+5,744
| +75% | +$464K | 0.8% | 38 |
|
|
2024
Q2 | $516K | Sell |
7,617
-2,208
| -22% | -$150K | 0.4% | 88 |
|
|
2024
Q1 | $591K | Buy |
9,825
+510
| +5% | +$30.7K | 0.34% | 97 |
|
|
2023
Q4 | $490K | Hold |
9,315
| – | – | 0.34% | 94 |
|
|
2023
Q3 | $497K | Buy |
9,315
+2,403
| +35% | +$128K | 0.37% | 88 |
|
|
2023
Q2 | $362K | Buy |
+6,912
| New | +$362K | 0.29% | 91 |
|
|
2023
Q1 | – | Sell |
-8,715
| Closed | -$412K | – | 133 |
|
|
2022
Q4 | $412K | Buy |
8,715
+111
| +1% | +$5.25K | 0.71% | 40 |
|
|
2022
Q3 | $372K | Sell |
8,604
-1,872
| -18% | -$80.9K | 0.5% | 58 |
|
|
2022
Q2 | $425K | Buy |
+10,476
| New | +$425K | 0.32% | 59 |
|
|
2021
Q4 | – | Sell |
-6,942
| Closed | -$323K | – | 186 |
|
|
2021
Q3 | $323K | Buy |
+6,942
| New | +$323K | 0.2% | 129 |
|
|
2021
Q2 | – | Sell |
-9,159
| Closed | -$415K | – | 171 |
|
|
2021
Q1 | $415K | Buy |
9,159
+2,481
| +37% | +$112K | 0.31% | 94 |
|
|
2020
Q4 | $321K | Buy |
+6,678
| New | +$321K | 0.25% | 101 |
|
|
2016
Q3 | – | Sell |
-28,590
| Closed | -$696K | – | 127 |
|
|
2016
Q2 | $696K | Buy |
28,590
+4,200
| +17% | +$102K | 0.72% | 53 |
|
|
2016
Q1 | $557K | Buy |
+24,390
| New | +$557K | 0.69% | 63 |
|