AIA
Allied Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
20,476
+1,313
| +7% | +$128K | 0.35% | 41 |
|
|
2025
Q1 | $1.68M | Buy |
19,163
+161
| +0.8% | +$14.1K | 0.32% | 41 |
|
|
2024
Q4 | $1.72M | Buy |
19,002
+2,016
| +12% | +$182K | 0.35% | 37 |
|
|
2024
Q3 | $1.37M | Hold |
16,986
| – | – | 0.27% | 40 |
|
|
2024
Q2 | $1.15M | Sell |
16,986
-780
| -4% | -$52.8K | 0.27% | 39 |
|
|
2024
Q1 | $1.07M | Buy |
17,766
+10,609
| +148% | +$638K | 0.26% | 39 |
|
|
2023
Q4 | $1.13M | Sell |
7,157
-1,251
| -15% | -$197K | 0.31% | 36 |
|
|
2023
Q3 | $1.34M | Sell |
8,408
-45,933
| -85% | -$7.35M | 0.4% | 36 |
|
|
2023
Q2 | $8.54M | Buy |
54,341
+1,862
| +4% | +$293K | 2.47% | 17 |
|
|
2023
Q1 | $7.74M | Buy |
52,479
+1,184
| +2% | +$175K | 2.4% | 20 |
|
|
2022
Q4 | $7.27M | Buy |
51,295
+889
| +2% | +$126K | 2.27% | 27 |
|
|
2022
Q3 | $6.54M | Buy |
50,406
+2,035
| +4% | +$264K | 2.44% | 20 |
|
|
2022
Q2 | $5.88M | Buy |
48,371
+2,158
| +5% | +$262K | 2.11% | 29 |
|
|
2022
Q1 | $6.88M | Buy |
46,213
+3,684
| +9% | +$549K | 2.24% | 26 |
|
|
2021
Q4 | $6.15M | Buy |
42,529
+522
| +1% | +$75.5K | 2.11% | 27 |
|
|
2021
Q3 | $5.86M | Buy |
42,007
+192
| +0.5% | +$26.8K | 2.21% | 25 |
|
|
2021
Q2 | $5.9M | Buy |
41,815
+1,295
| +3% | +$183K | 2.22% | 26 |
|
|
2021
Q1 | $5.5M | Buy |
40,520
+1,962
| +5% | +$267K | 2.36% | 24 |
|
|
2020
Q4 | $5.56M | Sell |
38,558
-476
| -1% | -$68.6K | 2.67% | 17 |
|
|
2020
Q3 | $5.46M | Sell |
39,034
-860
| -2% | -$120K | 2.94% | 13 |
|
|
2020
Q2 | $4.78M | Sell |
39,894
-2,891
| -7% | -$346K | 2.75% | 15 |
|
|
2020
Q1 | $4.86M | Sell |
42,785
-3,640
| -8% | -$414K | 3.51% | 5 |
|
|
2019
Q4 | $5.52M | Sell |
46,425
-80
| -0.2% | -$9.51K | 3.26% | 11 |
|
|
2019
Q3 | $5.52M | Sell |
46,505
-707
| -1% | -$83.9K | 3.56% | 8 |
|
|
2019
Q2 | $5.22M | Sell |
47,212
-450
| -0.9% | -$49.7K | 3.5% | 7 |
|
|
2019
Q1 | $4.65M | Sell |
47,662
-310
| -0.6% | -$30.2K | 3.22% | 11 |
|
|
2018
Q4 | $4.47M | Buy |
47,972
+1,309
| +3% | +$122K | 3.69% | 9 |
|
|
2018
Q3 | $4.38M | Buy |
46,663
+405
| +0.9% | +$38K | 3.26% | 12 |
|
|
2018
Q2 | $3.96M | Sell |
46,258
-80
| -0.2% | -$6.85K | 3.23% | 14 |
|
|
2018
Q1 | $4.12M | Sell |
46,338
-3,030
| -6% | -$270K | 3.4% | 10 |
|
|
2017
Q4 | $4.88M | Buy |
+49,368
| New | +$4.88M | 4.11% | 9 |
|