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