Winthrop Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
22,702
-1,727
| -7% | -$169K | 0.21% | 49 |
|
|
2025
Q1 | $2.15M | Sell |
24,429
-251
| -1% | -$22.1K | 0.26% | 42 |
|
|
2024
Q4 | $2.23M | Sell |
24,680
-104
| -0.4% | -$9.4K | 0.27% | 42 |
|
|
2024
Q3 | $2M | Sell |
24,784
-186
| -0.7% | -$15K | 0.25% | 42 |
|
|
2024
Q2 | $1.69M | Sell |
24,970
-1,930
| -7% | -$131K | 0.23% | 42 |
|
|
2024
Q1 | $1.62M | Sell |
26,900
-58
| -0.2% | -$3.5K | 0.23% | 43 |
|
|
2023
Q4 | $1.42M | Buy |
26,958
+1,536
| +6% | +$80.7K | 0.22% | 46 |
|
|
2023
Q3 | $1.36M | Sell |
25,422
-138
| -0.5% | -$7.36K | 0.22% | 42 |
|
|
2023
Q2 | $1.34M | Buy |
25,560
+702
| +3% | +$36.8K | 0.21% | 44 |
|
|
2023
Q1 | $1.23M | Sell |
24,858
-45
| -0.2% | -$2.22K | 0.22% | 46 |
|
|
2022
Q4 | $1.18M | Buy |
24,903
+666
| +3% | +$31.6K | 0.22% | 46 |
|
|
2022
Q3 | $1.05M | Sell |
24,237
-261
| -1% | -$11.3K | 0.22% | 44 |
|
|
2022
Q2 | $993K | Sell |
24,498
-303
| -1% | -$12.3K | 0.23% | 43 |
|
|
2022
Q1 | $1.24M | Sell |
24,801
-33
| -0.1% | -$1.65K | 0.26% | 39 |
|
|
2021
Q4 | $1.2M | Sell |
24,834
-270
| -1% | -$13.1K | 0.24% | 40 |
|
|
2021
Q3 | $1.17M | Sell |
25,104
-597
| -2% | -$27.7K | 0.26% | 40 |
|
|
2021
Q2 | $1.21M | Sell |
25,701
-831
| -3% | -$39.1K | 0.27% | 37 |
|
|
2021
Q1 | $1.2M | Buy |
26,532
+666
| +3% | +$30.1K | 0.3% | 36 |
|
|
2020
Q4 | $1.24M | Buy |
25,866
+1,662
| +7% | +$79.9K | 0.33% | 33 |
|
|
2020
Q3 | $1.14M | Buy |
24,204
+2,979
| +14% | +$140K | 0.35% | 29 |
|
|
2020
Q2 | $847K | Buy |
21,225
+969
| +5% | +$38.7K | 0.3% | 35 |
|
|
2020
Q1 | $767K | Buy |
20,256
+126
| +0.6% | +$4.77K | 0.31% | 32 |
|
|
2019
Q4 | $797K | Hold |
20,130
| – | – | 0.29% | 41 |
|
|
2019
Q3 | $796K | Buy |
20,130
+213
| +1% | +$8.42K | 0.32% | 39 |
|
|
2019
Q2 | $734K | Buy |
19,917
+312
| +2% | +$11.5K | 0.31% | 38 |
|
|
2019
Q1 | $640K | Buy |
19,605
+522
| +3% | +$17K | 0.28% | 42 |
|
|
2018
Q4 | $593K | Hold |
19,083
| – | – | 0.3% | 39 |
|
|
2018
Q3 | $597K | Buy |
19,083
+3
| +0% | +$94 | 0.34% | 39 |
|
|
2018
Q2 | $545K | Buy |
19,080
+480
| +3% | +$13.7K | 0.36% | 38 |
|
|
2018
Q1 | $534K | Hold |
18,600
| – | – | 0.38% | 38 |
|
|
2017
Q4 | $617K | Buy |
+18,600
| New | +$617K | 0.44% | 33 |
|