AIFAIM
American Institute for Advanced Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
5,885
| – | – | 0.41% | 68 |
|
|
2025
Q1 | $517K | Sell |
5,885
-165
| -3% | -$14.5K | 0.39% | 72 |
|
|
2024
Q4 | $547K | Sell |
6,050
-60
| -1% | -$5.42K | 0.41% | 75 |
|
|
2024
Q3 | $493K | Sell |
6,110
-450
| -7% | -$36.3K | 0.35% | 73 |
|
|
2024
Q2 | $444K | Hold |
6,560
| – | – | 0.34% | 76 |
|
|
2024
Q1 | $395K | Buy |
6,560
+4,295
| +190% | +$258K | 0.31% | 87 |
|
|
2023
Q4 | $357K | Sell |
2,265
-125
| -5% | -$19.7K | 0.32% | 81 |
|
|
2023
Q3 | $382K | Hold |
2,390
| – | – | 0.35% | 78 |
|
|
2023
Q2 | $376K | Hold |
2,390
| – | – | 0.33% | 79 |
|
|
2023
Q1 | $352K | Hold |
2,390
| – | – | 0.38% | 70 |
|
|
2022
Q4 | $339K | Hold |
2,390
| – | – | 0.31% | 82 |
|
|
2022
Q3 | $310K | Hold |
2,390
| – | – | 0.29% | 79 |
|
|
2022
Q2 | $291K | Buy |
2,390
+220
| +10% | +$26.8K | 0.25% | 87 |
|
|
2022
Q1 | $323K | Hold |
2,170
| – | – | 0.23% | 86 |
|
|
2021
Q4 | $314K | Buy |
2,170
+110
| +5% | +$15.9K | 0.21% | 95 |
|
|
2021
Q3 | $287K | Hold |
2,060
| – | – | 0.2% | 96 |
|
|
2021
Q2 | $291K | Hold |
2,060
| – | – | 0.21% | 93 |
|
|
2021
Q1 | $280K | Hold |
2,060
| – | – | 0.21% | 89 |
|
|
2020
Q4 | $297K | Buy |
2,060
+100
| +5% | +$14.4K | 0.24% | 84 |
|
|
2020
Q3 | $274K | Sell |
1,960
-5
| -0.3% | -$699 | 0.25% | 81 |
|
|
2020
Q2 | $235K | Buy |
1,965
+130
| +7% | +$15.5K | 0.22% | 83 |
|
|
2020
Q1 | $208K | Hold |
1,835
| – | – | 0.23% | 85 |
|
|
2019
Q4 | $218K | Buy |
+1,835
| New | +$218K | 0.21% | 90 |
|