IFS Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93K | Sell |
30
-900
| -97% | -$88K | ﹤0.01% | 129 |
|
|
2025
Q1 | $81.6K | Hold |
930
| – | – | 0.07% | 33 |
|
|
2024
Q4 | $84K | Buy |
930
+900
| +3,000% | +$81.3K | 0.07% | 26 |
|
|
2024
Q3 | $2.42K | Hold |
30
| – | – | ﹤0.01% | 118 |
|
|
2024
Q2 | $2.03K | Hold |
30
| – | – | ﹤0.01% | 119 |
|
|
2024
Q1 | $1.81K | Hold |
30
| – | – | ﹤0.01% | 117 |
|
|
2023
Q4 | $1.58K | Hold |
30
| – | – | ﹤0.01% | 117 |
|
|
2023
Q3 | $1.6K | Hold |
30
| – | – | ﹤0.01% | 114 |
|
|
2023
Q2 | $1.57K | Hold |
30
| – | – | ﹤0.01% | 110 |
|
|
2023
Q1 | $1.47K | Hold |
30
| – | – | 0.01% | 90 |
|
|
2022
Q4 | $1.42K | Hold |
30
| – | – | ﹤0.01% | 100 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 100 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 99 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 108 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 118 |
|
|
2021
Q1 | – | Sell |
-1,950
| Closed | -$93K | – | 149 |
|
|
2020
Q4 | $93K | Buy |
+1,950
| New | +$93K | 0.07% | 28 |
|