CBIZ Investment Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
3,635
+426
| +13% | +$41.7K | 0.02% | 38 |
|
|
2025
Q1 | $282K | Buy |
3,209
+275
| +9% | +$24.2K | 0.01% | 42 |
|
|
2024
Q4 | $266K | Sell |
2,934
-508
| -15% | -$46K | 0.01% | 44 |
|
|
2024
Q3 | $278K | Sell |
3,442
-1
| -0% | -$81 | 0.01% | 44 |
|
|
2024
Q2 | $233K | Hold |
3,443
| – | – | 0.01% | 45 |
|
|
2024
Q1 | $208K | Buy |
+3,443
| New | +$208K | 0.01% | 48 |
|
|
2021
Q4 | – | Hold |
0
| – | -$78K | – | 100 |
|
|
2021
Q3 | – | Hold |
0
| – | -$79K | – | 54 |
|
|
2021
Q2 | – | Hold |
0
| – | -$76K | – | 54 |
|
|
2021
Q1 | – | Hold |
0
| – | -$80K | – | 48 |
|
|
2020
Q4 | – | Hold |
0
| – | -$78K | – | 49 |
|
|
2020
Q3 | – | Hold |
0
| – | -$67K | – | 51 |
|
|
2020
Q2 | – | Hold |
0
| – | -$64K | – | 60 |
|
|
2020
Q1 | – | Hold |
0
| – | -$66K | – | 63 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 73 |
|