1IA
1620 Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
8,110
+192
| +2% | +$18.8K | 0.56% | 45 |
|
|
2025
Q1 | $695K | Buy |
7,918
+348
| +5% | +$30.6K | 0.53% | 49 |
|
|
2024
Q4 | $684K | Buy |
7,570
+228
| +3% | +$20.6K | 0.52% | 51 |
|
|
2024
Q3 | $593K | Buy |
7,342
+90
| +1% | +$7.27K | 0.43% | 71 |
|
|
2024
Q2 | $491K | Buy |
7,252
+25
| +0.3% | +$1.69K | 0.38% | 76 |
|
|
2024
Q1 | $435K | Buy |
7,227
+4,806
| +199% | +$289K | 0.44% | 77 |
|
|
2023
Q4 | $382K | Buy |
2,421
+35
| +1% | +$5.52K | 0.42% | 83 |
|
|
2023
Q3 | $382K | Buy |
2,386
+24
| +1% | +$3.84K | 0.43% | 82 |
|
|
2023
Q2 | $371K | Buy |
2,362
+35
| +2% | +$5.5K | 0.4% | 80 |
|
|
2023
Q1 | $343K | Buy |
2,327
+55
| +2% | +$8.11K | 0.41% | 84 |
|
|
2022
Q4 | $322K | Buy |
2,272
+33
| +1% | +$4.68K | 0.39% | 91 |
|
|
2022
Q3 | $290K | Buy |
2,239
+17
| +0.8% | +$2.2K | 0.43% | 84 |
|
|
2022
Q2 | $270K | Buy |
2,222
+122
| +6% | +$14.8K | 0.37% | 97 |
|
|
2022
Q1 | $304K | Hold |
2,100
| – | – | 0.33% | 97 |
|
|
2021
Q4 | $304K | Buy |
+2,100
| New | +$304K | 0.34% | 93 |
|