AIMZ Investment 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 | $4.63M | Sell |
47,357
-1,771
| -4% | -$173K | 1.55% | 20 |
|
2025
Q1 | $4.31M | Sell |
49,128
-47
| -0.1% | -$4.13K | 1.51% | 21 |
|
2024
Q4 | $4.44M | Sell |
49,175
-627
| -1% | -$56.6K | 1.54% | 19 |
|
2024
Q3 | $4.02M | Sell |
49,802
-523
| -1% | -$42.2K | 1.37% | 25 |
|
2024
Q2 | $3.41M | Sell |
50,325
-194
| -0.4% | -$13.1K | 1.22% | 24 |
|
2024
Q1 | $3.04M | Sell |
50,519
-1,798
| -3% | -$108K | 1.13% | 29 |
|
2023
Q4 | $2.75M | Sell |
52,317
-300
| -0.6% | -$15.8K | 1.11% | 30 |
|
2023
Q3 | $2.8M | Sell |
52,617
-297
| -0.6% | -$15.8K | 1.25% | 27 |
|
2023
Q2 | $2.77M | Buy |
52,914
+9
| +0% | +$472 | 1.19% | 30 |
|
2023
Q1 | $2.6M | Sell |
52,905
-486
| -0.9% | -$23.9K | 1.16% | 30 |
|
2022
Q4 | $2.52M | Sell |
53,391
-750
| -1% | -$35.4K | 1.19% | 32 |
|
2022
Q3 | $2.34M | Sell |
54,141
-522
| -1% | -$22.6K | 1.18% | 30 |
|
2022
Q2 | $2.22M | Sell |
54,663
-144
| -0.3% | -$5.84K | 1.06% | 36 |
|
2022
Q1 | $2.72M | Sell |
54,807
-1,797
| -3% | -$89.2K | 1.12% | 33 |
|
2021
Q4 | $2.73M | Buy |
56,604
+1,800
| +3% | +$86.8K | 1.06% | 34 |
|
2021
Q3 | $2.55M | Buy |
54,804
+3
| +0% | +$139 | 1.15% | 32 |
|
2021
Q2 | $2.58M | Sell |
54,801
-66
| -0.1% | -$3.1K | 1.16% | 33 |
|
2021
Q1 | $2.48M | Buy |
54,867
+3
| +0% | +$136 | 1.22% | 32 |
|
2020
Q4 | $2.64M | Buy |
54,864
+600
| +1% | +$28.8K | 1.38% | 26 |
|
2020
Q3 | $2.53M | Sell |
54,264
-1,347
| -2% | -$62.8K | 1.52% | 24 |
|
2020
Q2 | $2.22M | Sell |
55,611
-1,044
| -2% | -$41.7K | 1.44% | 26 |
|
2020
Q1 | $2.15M | Sell |
56,655
-597
| -1% | -$22.6K | 1.67% | 21 |
|
2019
Q4 | $2.27M | Sell |
57,252
-1,200
| -2% | -$47.5K | 1.47% | 28 |
|
2019
Q3 | $2.31M | Sell |
58,452
-1,239
| -2% | -$49K | 1.59% | 24 |
|
2019
Q2 | $2.2M | Buy |
59,691
+6
| +0% | +$221 | 1.52% | 25 |
|
2019
Q1 | $1.94M | Sell |
59,685
-144
| -0.2% | -$4.68K | 1.33% | 29 |
|
2018
Q4 | $1.86M | Sell |
59,829
-1,761
| -3% | -$54.7K | 1.43% | 28 |
|
2018
Q3 | $1.93M | Sell |
61,590
-297
| -0.5% | -$9.3K | 1.24% | 30 |
|
2018
Q2 | $1.77M | Sell |
61,887
-291
| -0.5% | -$8.31K | 1.25% | 29 |
|
2018
Q1 | $1.84M | Sell |
62,178
-444
| -0.7% | -$13.2K | 1.34% | 27 |
|
2017
Q4 | $2.06M | Buy |
62,622
+300
| +0.5% | +$9.87K | 1.55% | 22 |
|
2017
Q3 | $1.62M | Buy |
62,322
+3
| +0% | +$78 | 1.33% | 28 |
|
2017
Q2 | $1.57M | Sell |
62,319
-1,338
| -2% | -$33.8K | 1.32% | 27 |
|
2017
Q1 | $1.53M | Buy |
63,657
+6
| +0% | +$144 | 1.29% | 27 |
|
2016
Q4 | $1.47M | Sell |
63,651
-630
| -1% | -$14.5K | 1.31% | 27 |
|
2016
Q3 | $1.55M | Sell |
64,281
-294
| -0.5% | -$7.07K | 1.38% | 26 |
|
2016
Q2 | $1.57M | Sell |
64,575
-66,531
| -51% | -$1.62M | 1.44% | 24 |
|
2016
Q1 | $3.3M | Buy |
131,106
+66,345
| +102% | +$1.67M | 1.45% | 23 |
|
2015
Q4 | $1.32M | Sell |
64,761
-1,569
| -2% | -$32.1K | 1.21% | 32 |
|
2015
Q3 | $1.43M | Buy |
66,330
+681
| +1% | +$14.7K | 1.32% | 28 |
|
2015
Q2 | $1.55M | Buy |
65,649
+9
| +0% | +$213 | 1.35% | 27 |
|
2015
Q1 | $1.8M | Buy |
65,640
+2,037
| +3% | +$55.9K | 1.54% | 21 |
|
2014
Q4 | $1.82M | Buy |
+63,603
| New | +$1.82M | 1.62% | 23 |
|