Angeles Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,036
| Closed | -$909K | – | 198 |
|
|
2024
Q4 | $909K | Sell |
10,036
-155
| -2% | -$14K | 0.04% | 51 |
|
|
2024
Q3 | $823K | Buy |
10,191
+466
| +5% | +$37.6K | 0.04% | 55 |
|
|
2024
Q2 | $658K | Sell |
9,725
-1,027
| -10% | -$69.5K | 0.03% | 72 |
|
|
2024
Q1 | $649K | Buy |
10,752
+1,881
| +21% | +$113K | 0.03% | 78 |
|
|
2023
Q4 | $467K | Buy |
8,871
+822
| +10% | +$43.3K | 0.03% | 106 |
|
|
2023
Q3 | $429K | Sell |
8,049
-378
| -4% | -$20.2K | 0.03% | 99 |
|
|
2023
Q2 | $442K | Sell |
8,427
-2,538
| -23% | -$133K | 0.04% | 77 |
|
|
2023
Q1 | $540K | Buy |
10,965
+3,564
| +48% | +$176K | 0.04% | 53 |
|
|
2022
Q4 | $351K | Buy |
+7,401
| New | +$351K | 0.03% | 65 |
|
|
2022
Q3 | – | Sell |
-6,945
| Closed | -$281K | – | 117 |
|
|
2022
Q2 | $281K | Hold |
6,945
| – | – | 0.03% | 79 |
|
|
2022
Q1 | $346K | Sell |
6,945
-3,450
| -33% | -$172K | 0.02% | 77 |
|
|
2021
Q4 | $503K | Buy |
10,395
+960
| +10% | +$46.5K | 0.03% | 121 |
|
|
2021
Q3 | $438K | Buy |
+9,435
| New | +$438K | 0.03% | 118 |
|