Winch Advisory Services’s Walmart WMT Stock Holding History

Winch Advisory Services’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	$1.21M	Buy	12,369 +71	+0.6%	+$6.94K	0.3%	42
2025 Q1	$1.08M	Buy	12,298 +555	+5%	+$48.7K	0.29%	45
2024 Q4	$1.06M	Buy	11,743 +1,356	+13%	+$123K	0.28%	43
2024 Q3	$839K	Sell	10,387 -93	-0.9%	-$7.51K	0.23%	47
2024 Q2	$710K	Buy	10,480 +1,023	+11%	+$69.3K	0.2%	51
2024 Q1	$569K	Sell	9,457 -128	-1%	-$7.7K	0.17%	53
2023 Q4	$504K	Buy	9,585 +711	+8%	+$37.4K	0.17%	55
2023 Q3	$473K	Buy	8,874 +270	+3%	+$14.4K	0.17%	54
2023 Q2	$451K	Buy	8,604 +282	+3%	+$14.8K	0.16%	55
2023 Q1	$409K	Buy	8,322 +111	+1%	+$5.46K	0.16%	58
2022 Q4	$388K	Sell	8,211 -45	-0.5%	-$2.13K	0.17%	58
2022 Q3	$357K	Sell	8,256 -24	-0.3%	-$1.04K	0.15%	57
2022 Q2	$336K	Buy	8,280 +216	+3%	+$8.77K	0.14%	59
2022 Q1	$400K	Buy	8,064 +324	+4%	+$16.1K	0.14%	58
2021 Q4	$373K	Buy	7,740 +234	+3%	+$11.3K	0.12%	60
2021 Q3	$349K	Buy	7,506 +186	+3%	+$8.65K	0.12%	60
2021 Q2	$344K	Buy	7,320 +1,671	+30%	+$78.5K	0.12%	59
2021 Q1	$256K	Buy	5,649 +2,067	+58%	+$93.7K	0.1%	58
2020 Q4	$172K	Buy	3,582 +1,164	+48%	+$55.9K	0.07%	61
2020 Q3	$113K	Buy	2,418 +30	+1%	+$1.4K	0.05%	60
2020 Q2	$95K	Buy	2,388 +99	+4%	+$3.94K	0.05%	66
2020 Q1	$87K	Buy	2,289 +9	+0.4%	+$342	0.04%	62
2019 Q4	$90K	Buy	2,280 +201	+10%	+$7.93K	0.04%	84
2019 Q3	$82K	Buy	2,079 +6	+0.3%	+$237	0.04%	86
2019 Q2	$76K	Sell	2,073 -204	-9%	-$7.48K	0.04%	91
2019 Q1	$74K	Buy	2,277 +1,245	+121%	+$40.5K	0.04%	95
2018 Q4	$32K	Buy	1,032 +321	+45%	+$9.95K	0.02%	121
2018 Q3	$22K	Buy	711 +3	+0.4%	+$93	0.01%	132
2018 Q2	$20K	Buy	708 +3	+0.4%	+$85	0.01%	151
2018 Q1	$21K	Buy	705 +489	+226%	+$14.6K	0.01%	150
2017 Q4	$7K	Hold	216	–	–	﹤0.01%	203
2017 Q3	$6K	Buy	+216	New	+$6K	﹤0.01%	201
2016 Q4	–	Sell	-9,222	Closed	-$222K	–	304
2016 Q3	$222K	Buy	+9,222	New	+$222K	0.18%	65