IFWM
Institute for Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
20,170
-565
| -3% | -$55.2K | 0.22% | 100 |
|
|
2025
Q1 | $1.82M | Sell |
20,735
-431
| -2% | -$37.8K | 0.23% | 98 |
|
|
2024
Q4 | $1.91M | Sell |
21,166
-51
| -0.2% | -$4.61K | 0.24% | 89 |
|
|
2024
Q3 | $1.71M | Sell |
21,217
-338
| -2% | -$27.3K | 0.22% | 105 |
|
|
2024
Q2 | $1.46M | Buy |
21,555
+2,119
| +11% | +$143K | 0.2% | 116 |
|
|
2024
Q1 | $1.17M | Buy |
19,436
+13,307
| +217% | +$801K | 0.15% | 143 |
|
|
2023
Q4 | $966K | Sell |
6,129
-25
| -0.4% | -$3.94K | 0.16% | 155 |
|
|
2023
Q3 | $984K | Buy |
6,154
+4
| +0.1% | +$640 | 0.18% | 140 |
|
|
2023
Q2 | $967K | Sell |
6,150
-121
| -2% | -$19K | 0.16% | 151 |
|
|
2023
Q1 | $925K | Buy |
6,271
+39
| +0.6% | +$5.75K | 0.18% | 146 |
|
|
2022
Q4 | $884K | Buy |
6,232
+62
| +1% | +$8.79K | 0.19% | 148 |
|
|
2022
Q3 | $800K | Buy |
6,170
+296
| +5% | +$38.4K | 0.18% | 155 |
|
|
2022
Q2 | $714K | Sell |
5,874
-1,651
| -22% | -$201K | 0.14% | 184 |
|
|
2022
Q1 | $1.12M | Buy |
7,525
+9
| +0.1% | +$1.34K | 0.18% | 135 |
|
|
2021
Q4 | $1.09M | Buy |
7,516
+4
| +0.1% | +$579 | 0.18% | 145 |
|
|
2021
Q3 | $1.05M | Buy |
7,512
+6
| +0.1% | +$836 | 0.18% | 136 |
|
|
2021
Q2 | $1.06M | Buy |
7,506
+178
| +2% | +$25.1K | 0.19% | 144 |
|
|
2021
Q1 | $995K | Buy |
7,328
+1,331
| +22% | +$181K | 0.19% | 142 |
|
|
2020
Q4 | $864K | Buy |
5,997
+1,564
| +35% | +$225K | 0.17% | 156 |
|
|
2020
Q3 | $620K | Buy |
4,433
+36
| +0.8% | +$5.04K | 0.14% | 191 |
|
|
2020
Q2 | $527K | Buy |
4,397
+59
| +1% | +$7.07K | 0.13% | 219 |
|
|
2020
Q1 | $493K | Sell |
4,338
-4
| -0.1% | -$455 | 0.15% | 183 |
|
|
2019
Q4 | $516K | Buy |
4,342
+44
| +1% | +$5.23K | 0.12% | 243 |
|
|
2019
Q3 | $510K | Sell |
4,298
-1,353
| -24% | -$161K | 0.13% | 233 |
|
|
2019
Q2 | $624K | Buy |
5,651
+4
| +0.1% | +$442 | 0.14% | 220 |
|
|
2019
Q1 | $551K | Buy |
+5,647
| New | +$551K | 0.12% | 224 |
|
|
2018
Q1 | – | Sell |
-4,968
| Closed | -$498K | – | 398 |
|
|
2017
Q4 | $498K | Buy |
+4,968
| New | +$498K | 0.11% | 222 |
|
|
2017
Q3 | – | Sell |
-5,805
| Closed | -$442K | – | 393 |
|
|
2017
Q2 | $442K | Buy |
+5,805
| New | +$442K | 0.12% | 246 |
|
|
2014
Q1 | – | Sell |
-43
| Closed | -$3K | – | 83 |
|
|
2013
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 70 |
|
|
2013
Q3 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 65 |
|