IWS
Insight Wealth Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
18,561
-2,988
| -14% | -$294K | 0.23% | 94 |
|
|
2025
Q1 | $1.89M | Sell |
21,549
-423
| -2% | -$37.1K | 0.25% | 94 |
|
|
2024
Q4 | $1.99M | Sell |
21,972
-3,601
| -14% | -$325K | 0.27% | 95 |
|
|
2024
Q3 | $2.07M | Sell |
25,573
-136
| -0.5% | -$11K | 0.27% | 94 |
|
|
2024
Q2 | $1.74M | Buy |
25,709
+267
| +1% | +$18.1K | 0.25% | 102 |
|
|
2024
Q1 | $1.53M | Buy |
25,442
+16,554
| +186% | +$996K | 0.22% | 109 |
|
|
2023
Q4 | $1.4M | Buy |
8,888
+178
| +2% | +$28.1K | 0.23% | 99 |
|
|
2023
Q3 | $1.39M | Buy |
8,710
+553
| +7% | +$88.4K | 0.27% | 83 |
|
|
2023
Q2 | $1.28M | Buy |
8,157
+89
| +1% | +$14K | 0.25% | 79 |
|
|
2023
Q1 | $1.19M | Sell |
8,068
-34
| -0.4% | -$5.01K | 0.23% | 81 |
|
|
2022
Q4 | $1.15M | Buy |
8,102
+183
| +2% | +$25.9K | 0.22% | 79 |
|
|
2022
Q3 | $963K | Hold |
7,919
| – | – | 0.18% | 98 |
|
|
2022
Q2 | $963K | Buy |
7,919
+580
| +8% | +$70.5K | 0.18% | 98 |
|
|
2022
Q1 | $1.09M | Buy |
7,339
+1,059
| +17% | +$158K | 0.16% | 100 |
|
|
2021
Q4 | $909K | Buy |
6,280
+924
| +17% | +$134K | 0.13% | 105 |
|
|
2021
Q3 | $747K | Buy |
5,356
+354
| +7% | +$49.4K | 0.11% | 128 |
|
|
2021
Q2 | $705K | Sell |
5,002
-3,770
| -43% | -$531K | 0.1% | 125 |
|
|
2021
Q1 | $1.19M | Buy |
8,772
+2,603
| +42% | +$354K | 0.16% | 87 |
|
|
2020
Q4 | $889K | Buy |
6,169
+143
| +2% | +$20.6K | 0.15% | 80 |
|
|
2020
Q3 | $843K | Buy |
6,026
+877
| +17% | +$123K | 0.16% | 66 |
|
|
2020
Q2 | $617K | Buy |
5,149
+971
| +23% | +$116K | 0.14% | 71 |
|
|
2020
Q1 | $475K | Sell |
4,178
-707
| -14% | -$80.4K | 0.13% | 77 |
|
|
2019
Q4 | $581K | Buy |
4,885
+138
| +3% | +$16.4K | 0.12% | 112 |
|
|
2019
Q3 | $563K | Buy |
4,747
+283
| +6% | +$33.6K | 0.13% | 103 |
|
|
2019
Q2 | $493K | Buy |
4,464
+51
| +1% | +$5.63K | 0.12% | 105 |
|
|
2019
Q1 | $430K | Buy |
+4,413
| New | +$430K | 0.12% | 104 |
|