Independent Solutions Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
16,475
-2,114
| -11% | -$209K | 0.32% | 92 |
|
|
2025
Q1 | $1.65M | Sell |
18,589
-742
| -4% | -$65.8K | 0.37% | 84 |
|
|
2024
Q4 | $1.75M | Sell |
19,331
-12
| -0.1% | -$1.08K | 0.38% | 82 |
|
|
2024
Q3 | $1.56M | Sell |
19,343
-3,264
| -14% | -$264K | 0.35% | 84 |
|
|
2024
Q2 | $1.53M | Sell |
22,607
-677
| -3% | -$45.8K | 0.35% | 85 |
|
|
2024
Q1 | $1.4M | Sell |
23,284
-320
| -1% | -$19.3K | 0.33% | 84 |
|
|
2023
Q4 | $1.24M | Sell |
23,604
-810
| -3% | -$42.6K | 0.32% | 84 |
|
|
2023
Q3 | $1.3M | Sell |
24,414
-2,649
| -10% | -$141K | 0.34% | 70 |
|
|
2023
Q2 | $1.42M | Sell |
27,063
-1,374
| -5% | -$72K | 0.36% | 67 |
|
|
2023
Q1 | $1.4M | Buy |
28,437
+621
| +2% | +$30.5K | 0.41% | 62 |
|
|
2022
Q4 | $1.31M | Sell |
27,816
-498
| -2% | -$23.5K | 0.4% | 64 |
|
|
2022
Q3 | $1.22M | Buy |
28,314
+48
| +0.2% | +$2.08K | 0.4% | 65 |
|
|
2022
Q2 | $1.15M | Sell |
28,266
-69
| -0.2% | -$2.8K | 0.36% | 72 |
|
|
2022
Q1 | $1.41M | Sell |
28,335
-864
| -3% | -$42.9K | 0.33% | 73 |
|
|
2021
Q4 | $1.41M | Sell |
29,199
-921
| -3% | -$44.4K | 0.33% | 81 |
|
|
2021
Q3 | $1.4M | Buy |
30,120
+435
| +1% | +$20.2K | 0.35% | 71 |
|
|
2021
Q2 | $1.4M | Sell |
29,685
-852
| -3% | -$40K | 0.34% | 69 |
|
|
2021
Q1 | $1.38M | Sell |
30,537
-2,802
| -8% | -$127K | 0.38% | 63 |
|
|
2020
Q4 | $1.6M | Sell |
33,339
-78
| -0.2% | -$3.75K | 0.5% | 47 |
|
|
2020
Q3 | $1.56M | Buy |
33,417
+516
| +2% | +$24.1K | 0.59% | 44 |
|
|
2020
Q2 | $1.31M | Sell |
32,901
-4,167
| -11% | -$166K | 0.56% | 41 |
|
|
2020
Q1 | $1.4M | Sell |
37,068
-2,799
| -7% | -$106K | 0.78% | 31 |
|
|
2019
Q4 | $1.58M | Buy |
+39,867
| New | +$1.58M | 0.7% | 30 |
|