IMA 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 | $4.15M | Buy |
42,443
+37
| +0.1% | +$3.62K | 0.44% | 45 |
|
|
2025
Q1 | $3.73M | Sell |
42,406
-301
| -0.7% | -$26.5K | 0.44% | 46 |
|
|
2024
Q4 | $3.87M | Sell |
42,707
-60
| -0.1% | -$5.43K | 0.47% | 46 |
|
|
2024
Q3 | $3.45M | Buy |
+42,767
| New | +$3.45M | 0.75% | 38 |
|
|
2023
Q4 | – | Sell |
-38,505
| Closed | -$2.05M | – | 272 |
|
|
2023
Q3 | $2.05M | Buy |
38,505
+600
| +2% | +$32K | 0.53% | 59 |
|
|
2023
Q2 | $1.99M | Hold |
37,905
| – | – | 0.51% | 63 |
|
|
2023
Q1 | $1.86M | Hold |
37,905
| – | – | 0.48% | 61 |
|
|
2022
Q4 | $1.79M | Hold |
37,905
| – | – | 0.47% | 63 |
|
|
2022
Q3 | $1.64M | Hold |
37,905
| – | – | 0.44% | 69 |
|
|
2022
Q2 | $1.54M | Buy |
37,905
+37,437
| +7,999% | +$1.52M | 0.38% | 80 |
|
|
2022
Q1 | $23K | Hold |
468
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $23K | Hold |
468
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $22K | Hold |
468
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $22K | Hold |
468
| – | – | 0.01% | 193 |
|
|
2021
Q1 | $21K | Hold |
468
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $22K | Hold |
468
| – | – | 0.01% | 174 |
|
|
2020
Q3 | $22K | Hold |
468
| – | – | 0.01% | 170 |
|
|
2020
Q2 | $19K | Hold |
468
| – | – | 0.01% | 178 |
|
|
2020
Q1 | $18K | Sell |
468
-390
| -45% | -$15K | 0.01% | 183 |
|
|
2019
Q4 | $34K | Hold |
858
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $34K | Buy |
858
+3
| +0.4% | +$119 | 0.01% | 167 |
|
|
2019
Q2 | $32K | Sell |
855
-225
| -21% | -$8.42K | 0.01% | 164 |
|
|
2019
Q1 | $35K | Sell |
1,080
-150
| -12% | -$4.86K | 0.01% | 166 |
|
|
2018
Q4 | $38K | Hold |
1,230
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $39K | Hold |
1,230
| – | – | 0.02% | 165 |
|
|
2018
Q2 | $35K | Buy |
+1,230
| New | +$35K | 0.01% | 183 |
|