AIS
AM Investment Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
33,206
+8,747
| +36% | +$855K | 0.76% | 23 |
|
|
2025
Q1 | $2.15M | Buy |
24,459
+2,143
| +10% | +$188K | 0.52% | 31 |
|
|
2024
Q4 | $2.02M | Buy |
22,316
+200
| +0.9% | +$18.1K | 0.49% | 31 |
|
|
2024
Q3 | $1.79M | Buy |
22,116
+12
| +0.1% | +$969 | 0.43% | 36 |
|
|
2024
Q2 | $1.5M | Buy |
22,104
+28
| +0.1% | +$1.9K | 0.37% | 38 |
|
|
2024
Q1 | $1.33M | Buy |
22,076
+14,822
| +204% | +$892K | 0.34% | 42 |
|
|
2023
Q4 | $1.14M | Sell |
7,254
-1,261
| -15% | -$199K | 0.32% | 43 |
|
|
2023
Q3 | $1.36M | Buy |
8,515
+5
| +0.1% | +$800 | 0.44% | 37 |
|
|
2023
Q2 | $1.34M | Buy |
8,510
+909
| +12% | +$143K | 0.42% | 38 |
|
|
2023
Q1 | $1.12M | Buy |
7,601
+6
| +0.1% | +$885 | 0.38% | 40 |
|
|
2022
Q4 | $1.08M | Hold |
7,595
| – | – | 0.38% | 39 |
|
|
2022
Q3 | $985K | Sell |
7,595
-118
| -2% | -$15.3K | 0.36% | 39 |
|
|
2022
Q2 | $938K | Sell |
7,713
-347
| -4% | -$42.2K | 0.33% | 45 |
|
|
2022
Q1 | $1.2M | Buy |
8,060
+56
| +0.7% | +$8.34K | 0.32% | 41 |
|
|
2021
Q4 | $1.16M | Buy |
8,004
+742
| +10% | +$107K | 0.28% | 45 |
|
|
2021
Q3 | $1.01M | Sell |
7,262
-94
| -1% | -$13.1K | 0.27% | 45 |
|
|
2021
Q2 | $1.04M | Buy |
7,356
+12
| +0.2% | +$1.69K | 0.27% | 48 |
|
|
2021
Q1 | $998K | Buy |
7,344
+3,769
| +105% | +$512K | 0.28% | 45 |
|
|
2020
Q4 | $515K | Buy |
3,575
+210
| +6% | +$30.3K | 0.16% | 62 |
|
|
2020
Q3 | $471K | Buy |
+3,365
| New | +$471K | 0.17% | 60 |
|