WPA
West Paces Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
7,935
+1,748
| +28% | +$171K | 0.17% | 70 |
|
|
2025
Q1 | $543K | Hold |
6,187
| – | – | 0.12% | 79 |
|
|
2024
Q4 | $559K | Hold |
6,187
| – | – | 0.14% | 72 |
|
|
2024
Q3 | $500K | Buy |
6,187
+1,297
| +27% | +$105K | 0.12% | 84 |
|
|
2024
Q2 | $331K | Sell |
4,890
-951
| -16% | -$64.4K | 0.09% | 103 |
|
|
2024
Q1 | $351K | Buy |
5,841
+3,950
| +209% | +$238K | 0.09% | 103 |
|
|
2023
Q4 | $298K | Buy |
1,891
+27
| +1% | +$4.26K | 0.08% | 101 |
|
|
2023
Q3 | $298K | Sell |
1,864
-427
| -19% | -$68.3K | 0.09% | 100 |
|
|
2023
Q2 | $360K | Sell |
2,291
-57
| -2% | -$8.96K | 0.11% | 97 |
|
|
2023
Q1 | $346K | Sell |
2,348
-75
| -3% | -$11.1K | 0.11% | 99 |
|
|
2022
Q4 | $344K | Buy |
2,423
+207
| +9% | +$29.4K | 0.11% | 97 |
|
|
2022
Q3 | $287K | Hold |
2,216
| – | – | 0.1% | 104 |
|
|
2022
Q2 | $269K | Buy |
2,216
+229
| +12% | +$27.8K | 0.09% | 104 |
|
|
2022
Q1 | $296K | Buy |
1,987
+286
| +17% | +$42.6K | 0.09% | 103 |
|
|
2021
Q4 | $246K | Sell |
1,701
-181
| -10% | -$26.2K | 0.08% | 108 |
|
|
2021
Q3 | $262K | Buy |
1,882
+628
| +50% | +$87.5K | 0.09% | 105 |
|
|
2021
Q2 | $177K | Sell |
1,254
-14
| -1% | -$1.97K | 0.07% | 113 |
|
|
2021
Q1 | $172K | Buy |
1,268
+41
| +3% | +$5.57K | 0.07% | 113 |
|
|
2020
Q4 | $177K | Sell |
1,227
-180
| -13% | -$25.9K | 0.08% | 109 |
|
|
2020
Q3 | $197K | Sell |
1,407
-20
| -1% | -$2.8K | 0.1% | 104 |
|
|
2020
Q2 | $171K | Hold |
1,427
| – | – | 0.09% | 107 |
|
|
2020
Q1 | $162K | Buy |
1,427
+450
| +46% | +$51.1K | 0.1% | 106 |
|
|
2019
Q4 | $116K | Buy |
977
+200
| +26% | +$23.8K | 0.06% | 131 |
|
|
2019
Q3 | $92.2K | Hold |
777
| – | – | 0.06% | 137 |
|
|
2019
Q2 | $85.9K | Hold |
777
| – | – | 0.05% | 141 |
|
|
2019
Q1 | $75.8K | Hold |
777
| – | – | 0.05% | 147 |
|
|
2018
Q4 | $72.4K | Hold |
777
| – | – | 0.06% | 148 |
|
|
2018
Q3 | $73K | Hold |
777
| – | – | 0.05% | 152 |
|
|
2018
Q2 | $66.6K | Buy |
777
+35
| +5% | +$3K | 0.05% | 156 |
|
|
2018
Q1 | $66K | Hold |
742
| – | – | 0.05% | 148 |
|
|
2017
Q4 | $73.3K | Hold |
742
| – | – | 0.05% | 157 |
|
|
2017
Q3 | $58K | Hold |
742
| – | – | 0.04% | 168 |
|
|
2017
Q2 | $56.2K | Hold |
742
| – | – | 0.04% | 165 |
|
|
2017
Q1 | $53.5K | Hold |
742
| – | – | 0.04% | 168 |
|
|
2016
Q4 | $51.3K | Buy |
+742
| New | +$51.3K | 0.05% | 182 |
|