Institutional & Family Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.61M | Sell |
68,070
-2,573
| -4% | -$174K | 0.7% | 42 |
|
|
2024
Q1 | $4.25M | Buy |
70,643
+1,832
| +3% | +$110K | 0.68% | 60 |
|
|
2023
Q4 | $3.62M | Sell |
68,811
-13,797
| -17% | -$725K | 0.59% | 61 |
|
|
2023
Q3 | $4.4M | Buy |
82,608
+210
| +0.3% | +$11.2K | 0.72% | 44 |
|
|
2023
Q2 | $4.32M | Sell |
82,398
-843
| -1% | -$44.2K | 0.7% | 51 |
|
|
2023
Q1 | $4.09M | Buy |
83,241
+1,035
| +1% | +$50.9K | 0.67% | 53 |
|
|
2022
Q4 | $3.89M | Buy |
82,206
+720
| +0.9% | +$34K | 0.65% | 56 |
|
|
2022
Q3 | $3.52M | Buy |
81,486
+1,866
| +2% | +$80.7K | 0.62% | 53 |
|
|
2022
Q2 | $3.23M | Buy |
79,620
+3,783
| +5% | +$153K | 0.56% | 61 |
|
|
2022
Q1 | $3.77M | Buy |
75,837
+1,383
| +2% | +$68.7K | 0.59% | 58 |
|
|
2021
Q4 | $3.59M | Buy |
74,454
+2,433
| +3% | +$117K | 0.56% | 60 |
|
|
2021
Q3 | $3.35M | Sell |
72,021
-1,020
| -1% | -$47.4K | 0.54% | 63 |
|
|
2021
Q2 | $3.43M | Buy |
73,041
+12,228
| +20% | +$575K | 0.57% | 64 |
|
|
2021
Q1 | $2.75M | Sell |
60,813
-7,335
| -11% | -$332K | 0.53% | 62 |
|
|
2020
Q4 | $3.27M | Sell |
68,148
-3,291
| -5% | -$158K | 0.69% | 43 |
|
|
2020
Q3 | $3.33M | Sell |
71,439
-5,148
| -7% | -$240K | 0.78% | 36 |
|
|
2020
Q2 | $3.06M | Buy |
76,587
+4,125
| +6% | +$165K | 0.63% | 65 |
|
|
2020
Q1 | $2.74M | Sell |
72,462
-10,632
| -13% | -$403K | 0.63% | 64 |
|
|
2019
Q4 | $3.29M | Sell |
83,094
-10,449
| -11% | -$414K | 0.7% | 47 |
|
|
2019
Q3 | $3.7M | Sell |
93,543
-4,620
| -5% | -$183K | 0.81% | 36 |
|
|
2019
Q2 | $3.62M | Sell |
98,163
-4,146
| -4% | -$153K | 0.78% | 39 |
|
|
2019
Q1 | $3.33M | Sell |
102,309
-1,305
| -1% | -$42.4K | 0.7% | 56 |
|
|
2018
Q4 | $3.22M | Sell |
103,614
-21,255
| -17% | -$660K | 0.72% | 39 |
|
|
2018
Q3 | $3.91M | Sell |
124,869
-138
| -0.1% | -$4.32K | 0.77% | 36 |
|
|
2018
Q2 | $3.57M | Buy |
125,007
+10,281
| +9% | +$294K | 0.74% | 36 |
|
|
2018
Q1 | $3.4M | Sell |
114,726
-20,184
| -15% | -$599K | 0.72% | 50 |
|
|
2017
Q4 | $4.44M | Buy |
134,910
+15,543
| +13% | +$512K | 0.85% | 41 |
|
|
2017
Q3 | $3.11M | Buy |
119,367
+3,684
| +3% | +$96K | 0.62% | 62 |
|
|
2017
Q2 | $2.92M | Buy |
+115,683
| New | +$2.92M | 0.71% | 60 |
|