WMG Financial 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 | $2.21M | Buy |
22,573
+75
| +0.3% | +$7.33K | 0.82% | 21 |
|
|
2025
Q1 | $1.98M | Sell |
22,498
-28
| -0.1% | -$2.46K | 0.84% | 17 |
|
|
2024
Q4 | $2.04M | Buy |
22,526
+78
| +0.3% | +$7.05K | 0.88% | 19 |
|
|
2024
Q3 | $1.81M | Sell |
22,448
-48
| -0.2% | -$3.88K | 0.82% | 22 |
|
|
2024
Q2 | $1.52M | Buy |
22,496
+1
| +0% | +$68 | 0.81% | 22 |
|
|
2024
Q1 | $1.35M | Buy |
22,495
+919
| +4% | +$55.3K | 0.77% | 23 |
|
|
2023
Q4 | $1.13M | Sell |
21,576
-3,396
| -14% | -$178K | 0.74% | 29 |
|
|
2023
Q3 | $1.33M | Sell |
24,972
-171
| -0.7% | -$9.12K | 1.13% | 16 |
|
|
2023
Q2 | $1.32M | Buy |
25,143
+528
| +2% | +$27.7K | 0.97% | 20 |
|
|
2023
Q1 | $1.25M | Sell |
24,615
-1,047
| -4% | -$53K | 1.03% | 32 |
|
|
2022
Q4 | $1.21M | Sell |
25,662
-72
| -0.3% | -$3.4K | 1.03% | 26 |
|
|
2022
Q3 | $1.11M | Buy |
25,734
+90
| +0.4% | +$3.89K | 1% | 25 |
|
|
2022
Q2 | $1.04M | Sell |
25,644
-126
| -0.5% | -$5.11K | 0.9% | 27 |
|
|
2022
Q1 | $1.28M | Buy |
25,770
+642
| +3% | +$31.9K | 0.94% | 23 |
|
|
2021
Q4 | $1.21M | Buy |
+25,128
| New | +$1.21M | 0.95% | 28 |
|