Anchor 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 | $7.53M | Sell |
76,995
-4,703
| -6% | -$460K | 0.66% | 37 |
|
|
2025
Q1 | $7.17M | Buy |
81,698
+154
| +0.2% | +$13.5K | 0.67% | 37 |
|
|
2024
Q4 | $7.37M | Sell |
81,544
-6,644
| -8% | -$600K | 0.69% | 36 |
|
|
2024
Q3 | $7.12M | Buy |
88,188
+3,043
| +4% | +$246K | 0.67% | 36 |
|
|
2024
Q2 | $5.77M | Buy |
85,145
+5,194
| +6% | +$352K | 0.59% | 43 |
|
|
2024
Q1 | $4.81M | Buy |
79,951
+3,271
| +4% | +$197K | 0.5% | 54 |
|
|
2023
Q4 | $4.03M | Buy |
76,680
+17,769
| +30% | +$934K | 0.46% | 61 |
|
|
2023
Q3 | $3.14M | Buy |
58,911
+279
| +0.5% | +$14.9K | 0.41% | 67 |
|
|
2023
Q2 | $3.07M | Buy |
58,632
+2,484
| +4% | +$130K | 0.39% | 71 |
|
|
2023
Q1 | $2.76M | Buy |
56,148
+3,066
| +6% | +$151K | 0.38% | 73 |
|
|
2022
Q4 | $2.51M | Buy |
53,082
+5,628
| +12% | +$266K | 0.36% | 76 |
|
|
2022
Q3 | $2.05M | Buy |
47,454
+1,230
| +3% | +$53.2K | 0.32% | 86 |
|
|
2022
Q2 | $1.87M | Buy |
46,224
+1,323
| +3% | +$53.6K | 0.27% | 93 |
|
|
2022
Q1 | $2.23M | Buy |
44,901
+1,611
| +4% | +$80K | 0.28% | 95 |
|
|
2021
Q4 | $2.09M | Buy |
43,290
+4,716
| +12% | +$227K | 0.26% | 97 |
|
|
2021
Q3 | $1.79M | Buy |
38,574
+4,416
| +13% | +$205K | 0.25% | 99 |
|
|
2021
Q2 | $1.61M | Buy |
34,158
+2,484
| +8% | +$117K | 0.22% | 111 |
|
|
2021
Q1 | $1.43M | Buy |
31,674
+6,117
| +24% | +$277K | 0.22% | 111 |
|
|
2020
Q4 | $1.23M | Buy |
25,557
+1,734
| +7% | +$83.3K | 0.22% | 111 |
|
|
2020
Q3 | $1.11M | Buy |
23,823
+5,289
| +29% | +$247K | 0.23% | 108 |
|
|
2020
Q2 | $740K | Buy |
18,534
+51
| +0.3% | +$2.04K | 0.17% | 139 |
|
|
2020
Q1 | $700K | Buy |
18,483
+2,043
| +12% | +$77.4K | 0.18% | 135 |
|
|
2019
Q4 | $651K | Buy |
16,440
+90
| +0.6% | +$3.57K | 0.14% | 157 |
|
|
2019
Q3 | $647K | Buy |
16,350
+12
| +0.1% | +$475 | 0.15% | 154 |
|
|
2019
Q2 | $602K | Buy |
16,338
+33
| +0.2% | +$1.22K | 0.14% | 149 |
|
|
2019
Q1 | $530K | Buy |
16,305
+18
| +0.1% | +$585 | 0.13% | 161 |
|
|
2018
Q4 | $506K | Buy |
16,287
+1,200
| +8% | +$37.3K | 0.14% | 156 |
|
|
2018
Q3 | $472K | Buy |
15,087
+18
| +0.1% | +$563 | 0.11% | 191 |
|
|
2018
Q2 | $430K | Buy |
15,069
+36
| +0.2% | +$1.03K | 0.11% | 201 |
|
|
2018
Q1 | $446K | Sell |
15,033
-54
| -0.4% | -$1.6K | 0.12% | 189 |
|
|
2017
Q4 | $497K | Buy |
15,087
+321
| +2% | +$10.6K | 0.13% | 171 |
|
|
2017
Q3 | $385K | Buy |
14,766
+810
| +6% | +$21.1K | 0.11% | 189 |
|
|
2017
Q2 | $352K | Buy |
13,956
+3,000
| +27% | +$75.7K | 0.12% | 179 |
|
|
2017
Q1 | $263K | Buy |
10,956
+75
| +0.7% | +$1.8K | 0.09% | 205 |
|
|
2016
Q4 | $251K | Hold |
10,881
| – | – | 0.09% | 195 |
|
|
2016
Q3 | $262K | Hold |
10,881
| – | – | 0.1% | 193 |
|
|
2016
Q2 | $265K | Hold |
10,881
| – | – | 0.1% | 184 |
|
|
2016
Q1 | $248K | Buy |
+10,881
| New | +$248K | 0.1% | 184 |
|