IAG Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Hold |
712
| – | – | 0.01% | 182 |
|
|
2025
Q1 | $62.5K | Sell |
712
-100
| -12% | -$8.78K | 0.01% | 183 |
|
|
2024
Q4 | $73.3K | Buy |
812
+7
| +0.9% | +$632 | 0.01% | 167 |
|
|
2024
Q3 | $65K | Sell |
805
-108
| -12% | -$8.72K | 0.01% | 166 |
|
|
2024
Q2 | $61.8K | Sell |
913
-1,568
| -63% | -$106K | 0.01% | 161 |
|
|
2024
Q1 | $149K | Buy |
2,481
+1,875
| +309% | +$113K | 0.03% | 103 |
|
|
2023
Q4 | $31.8K | Buy |
606
+84
| +16% | +$4.4K | 0.01% | 194 |
|
|
2023
Q3 | $27.8K | Buy |
522
+81
| +18% | +$4.31K | 0.01% | 195 |
|
|
2023
Q2 | $23K | Sell |
441
-900
| -67% | -$47K | 0.01% | 224 |
|
|
2023
Q1 | $65.8K | Buy |
1,341
+900
| +204% | +$44.2K | 0.02% | 122 |
|
|
2022
Q4 | $20.8K | Hold |
441
| – | – | 0.01% | 215 |
|
|
2022
Q3 | $19K | Buy |
441
+309
| +234% | +$13.3K | 0.01% | 211 |
|
|
2022
Q2 | $5K | Sell |
132
-270
| -67% | -$10.2K | ﹤0.01% | 342 |
|
|
2022
Q1 | $20K | Buy |
402
+120
| +43% | +$5.97K | 0.01% | 227 |
|
|
2021
Q4 | $14K | Hold |
282
| – | – | ﹤0.01% | 264 |
|
|
2021
Q3 | $14K | Hold |
282
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $14K | Hold |
282
| – | – | 0.01% | 224 |
|
|
2021
Q1 | $13K | Hold |
282
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $14K | Hold |
282
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $14K | Buy |
282
+105
| +59% | +$5.21K | 0.01% | 194 |
|
|
2020
Q2 | $8K | Hold |
177
| – | – | ﹤0.01% | 259 |
|
|
2020
Q1 | $7K | Hold |
177
| – | – | ﹤0.01% | 254 |
|
|
2019
Q4 | $8K | Buy |
+177
| New | +$8K | 0.01% | 280 |
|