AMG
Advisors Management Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
8,930
-242
| -3% | -$23.7K | 0.16% | 88 |
|
|
2025
Q1 | $805K | Buy |
9,172
+30
| +0.3% | +$2.63K | 0.18% | 88 |
|
|
2024
Q4 | $826K | Sell |
9,142
-98
| -1% | -$8.86K | 0.2% | 90 |
|
|
2024
Q3 | $746K | Sell |
9,240
-72
| -0.8% | -$5.81K | 0.18% | 89 |
|
|
2024
Q2 | $631K | Buy |
9,312
+153
| +2% | +$10.4K | 0.16% | 92 |
|
|
2024
Q1 | $551K | Buy |
9,159
+6,109
| +200% | +$368K | 0.14% | 96 |
|
|
2023
Q4 | $481K | Sell |
3,050
-55
| -2% | -$8.67K | 0.13% | 94 |
|
|
2023
Q3 | $497K | Sell |
3,105
-6
| -0.2% | -$960 | 0.15% | 93 |
|
|
2023
Q2 | $489K | Buy |
3,111
+22
| +0.7% | +$3.46K | 0.15% | 93 |
|
|
2023
Q1 | $455K | Sell |
3,089
-885
| -22% | -$130K | 0.15% | 91 |
|
|
2022
Q4 | $563K | Sell |
3,974
-2
| -0.1% | -$283 | 0.21% | 75 |
|
|
2022
Q3 | $516K | Sell |
3,976
-104
| -3% | -$13.5K | 0.21% | 78 |
|
|
2022
Q2 | $496K | Buy |
4,080
+1,728
| +73% | +$210K | 0.17% | 81 |
|
|
2022
Q1 | $350K | Buy |
2,352
+183
| +8% | +$27.2K | 0.12% | 93 |
|
|
2021
Q4 | $314K | Hold |
2,169
| – | – | 0.09% | 98 |
|
|
2021
Q3 | $302K | Sell |
2,169
-51
| -2% | -$7.1K | 0.09% | 102 |
|
|
2021
Q2 | $313K | Buy |
2,220
+1
| +0% | +$141 | 0.09% | 102 |
|
|
2021
Q1 | $301K | Buy |
2,219
+193
| +10% | +$26.2K | 0.09% | 97 |
|
|
2020
Q4 | $292K | Buy |
2,026
+100
| +5% | +$14.4K | 0.12% | 83 |
|
|
2020
Q3 | $269K | Hold |
1,926
| – | – | 0.11% | 82 |
|
|
2020
Q2 | $231K | Sell |
1,926
-1
| -0.1% | -$120 | 0.1% | 83 |
|
|
2020
Q1 | $219K | Sell |
1,927
-224
| -10% | -$25.5K | 0.1% | 82 |
|
|
2019
Q4 | $256K | Hold |
2,151
| – | – | 0.1% | 78 |
|
|
2019
Q3 | $255K | Sell |
2,151
-270
| -11% | -$32K | 0.11% | 79 |
|
|
2019
Q2 | $267K | Sell |
2,421
-4
| -0.2% | -$441 | 0.12% | 76 |
|
|
2019
Q1 | $237K | Hold |
2,425
| – | – | 0.11% | 79 |
|
|
2018
Q4 | $226K | Buy |
2,425
+10
| +0.4% | +$932 | 0.12% | 73 |
|
|
2018
Q3 | $227K | Hold |
2,415
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $207K | Sell |
2,415
-45
| -2% | -$3.86K | 0.1% | 80 |
|
|
2018
Q1 | $216K | Sell |
2,460
-77
| -3% | -$6.76K | 0.11% | 75 |
|
|
2017
Q4 | $250K | Sell |
2,537
-100
| -4% | -$9.85K | 0.13% | 73 |
|
|
2017
Q3 | $206K | Buy |
+2,637
| New | +$206K | 0.11% | 77 |
|