AMI Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
8,392
-20
| -0.2% | -$1.96K | 0.21% | 54 |
|
|
2025
Q1 | $738K | Sell |
8,412
-160
| -2% | -$14K | 0.24% | 52 |
|
|
2024
Q4 | $774K | Sell |
8,572
-5,491
| -39% | -$496K | 0.25% | 51 |
|
|
2024
Q3 | $1.14M | Sell |
14,063
-253
| -2% | -$20.4K | 0.38% | 48 |
|
|
2024
Q2 | $969K | Sell |
14,316
-195
| -1% | -$13.2K | 0.34% | 48 |
|
|
2024
Q1 | $874K | Sell |
14,511
-900
| -6% | -$54.2K | 0.32% | 49 |
|
|
2023
Q4 | $810K | Sell |
15,411
-5,079
| -25% | -$267K | 0.33% | 49 |
|
|
2023
Q3 | $1.09M | Sell |
20,490
-627
| -3% | -$33.4K | 0.49% | 45 |
|
|
2023
Q2 | $1.11M | Sell |
21,117
-918
| -4% | -$48.1K | 0.49% | 43 |
|
|
2023
Q1 | $1.08M | Sell |
22,035
-2,787
| -11% | -$137K | 0.51% | 42 |
|
|
2022
Q4 | $1.17M | Sell |
24,822
-72
| -0.3% | -$3.4K | 0.59% | 43 |
|
|
2022
Q3 | $1.08M | Buy |
24,894
+381
| +2% | +$16.5K | 0.61% | 43 |
|
|
2022
Q2 | $993K | Sell |
24,513
-294
| -1% | -$11.9K | 0.5% | 46 |
|
|
2022
Q1 | $1.23M | Buy |
24,807
+396
| +2% | +$19.7K | 0.54% | 44 |
|
|
2021
Q4 | $1.18M | Hold |
24,411
| – | – | 0.47% | 45 |
|
|
2021
Q3 | $1.13M | Sell |
24,411
-120
| -0.5% | -$5.58K | 0.47% | 48 |
|
|
2021
Q2 | $1.15M | Sell |
24,531
-1,185
| -5% | -$55.7K | 0.46% | 48 |
|
|
2021
Q1 | $1.16M | Sell |
25,716
-3,960
| -13% | -$179K | 0.49% | 48 |
|
|
2020
Q4 | $1.43M | Hold |
29,676
| – | – | 0.63% | 47 |
|
|
2020
Q3 | $1.38M | Sell |
29,676
-3,615
| -11% | -$169K | 0.7% | 44 |
|
|
2020
Q2 | $1.33M | Sell |
33,291
-3,015
| -8% | -$120K | 0.71% | 45 |
|
|
2020
Q1 | $1.38M | Sell |
36,306
-2,109
| -5% | -$79.9K | 0.81% | 42 |
|
|
2019
Q4 | $1.52M | Sell |
38,415
-1,695
| -4% | -$67.2K | 0.65% | 45 |
|
|
2019
Q3 | $1.59M | Sell |
40,110
-32,637
| -45% | -$1.29M | 0.74% | 41 |
|
|
2019
Q2 | $2.68M | Hold |
72,747
| – | – | 1.37% | 31 |
|
|
2019
Q1 | $2.37M | Hold |
72,747
| – | – | 1.25% | 30 |
|
|
2018
Q4 | $2.26M | Sell |
72,747
-150
| -0.2% | -$4.66K | 1.33% | 31 |
|
|
2018
Q3 | $2.28M | Sell |
72,897
-3,975
| -5% | -$124K | 1.18% | 34 |
|
|
2018
Q2 | $2.2M | Buy |
76,872
+1,233
| +2% | +$35.2K | 1.16% | 36 |
|
|
2018
Q1 | $2.24M | Sell |
75,639
-6,651
| -8% | -$197K | 1.36% | 32 |
|
|
2017
Q4 | $2.71M | Sell |
82,290
-35,073
| -30% | -$1.15M | 1.62% | 27 |
|
|
2017
Q3 | $3.06M | Sell |
117,363
-18,225
| -13% | -$475K | 1.91% | 20 |
|
|
2017
Q2 | $3.42M | Sell |
135,588
-2,175
| -2% | -$54.9K | 2.22% | 18 |
|
|
2017
Q1 | $3.31M | Sell |
137,763
-675
| -0.5% | -$16.2K | 2.13% | 20 |
|
|
2016
Q4 | $3.19M | Sell |
138,438
-318
| -0.2% | -$7.33K | 2.12% | 19 |
|
|
2016
Q3 | $3.34M | Sell |
138,756
-141
| -0.1% | -$3.39K | 2.35% | 15 |
|
|
2016
Q2 | $3.38M | Hold |
138,897
| – | – | 2.5% | 13 |
|
|
2016
Q1 | $3.17M | Buy |
138,897
+183
| +0.1% | +$4.18K | 2.46% | 13 |
|
|
2015
Q4 | $2.83M | Sell |
138,714
-303
| -0.2% | -$6.19K | 2.23% | 14 |
|
|
2015
Q3 | $3.01M | Hold |
139,017
| – | – | 2.62% | 13 |
|
|
2015
Q2 | $3.29M | Sell |
139,017
-297
| -0.2% | -$7.02K | 2.72% | 12 |
|
|
2015
Q1 | $3.82M | Sell |
139,314
-12,642
| -8% | -$347K | 3.04% | 12 |
|
|
2014
Q4 | $4.35M | Sell |
151,956
-18,075
| -11% | -$517K | 3.54% | 11 |
|
|
2014
Q3 | $4.33M | Sell |
170,031
-210
| -0.1% | -$5.35K | 3.7% | 12 |
|
|
2014
Q2 | $4.26M | Sell |
170,241
-294
| -0.2% | -$7.36K | 3.66% | 12 |
|
|
2014
Q1 | $4.34M | Hold |
170,535
| – | – | 3.69% | 13 |
|
|
2013
Q4 | $4.47M | Sell |
170,535
-6,750
| -4% | -$177K | 3.88% | 9 |
|
|
2013
Q3 | $4.37M | Sell |
177,285
-222
| -0.1% | -$5.47K | 3.28% | 9 |
|
|
2013
Q2 | $4.41M | Buy |
+177,507
| New | +$4.41M | 4.03% | 8 |
|