Integrated Investment Consultants’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
12,131
-4,913
| -29% | -$480K | 0.23% | 70 |
|
|
2025
Q1 | $1.5M | Sell |
17,044
-22,388
| -57% | -$1.97M | 0.3% | 60 |
|
|
2024
Q4 | $3.56M | Buy |
39,432
+23,809
| +152% | +$2.15M | 0.73% | 29 |
|
|
2024
Q3 | $1.26M | Buy |
15,623
+5,298
| +51% | +$428K | 0.27% | 53 |
|
|
2024
Q2 | $621K | Hold |
10,325
| – | – | 0.17% | 103 |
|
|
2024
Q1 | $621K | Buy |
10,325
+1,928
| +23% | +$116K | 0.17% | 103 |
|
|
2023
Q4 | $441K | Buy |
8,397
+48
| +0.6% | +$2.52K | 0.14% | 135 |
|
|
2023
Q3 | $445K | Sell |
8,349
-525
| -6% | -$28K | 0.16% | 116 |
|
|
2023
Q2 | $465K | Buy |
8,874
+2,070
| +30% | +$108K | 0.15% | 120 |
|
|
2023
Q1 | $334K | Sell |
6,804
-45
| -0.7% | -$2.21K | 0.11% | 177 |
|
|
2022
Q4 | $324K | Buy |
6,849
+1,236
| +22% | +$58.4K | 0.11% | 164 |
|
|
2022
Q3 | $243K | Buy |
5,613
+564
| +11% | +$24.4K | 0.1% | 181 |
|
|
2022
Q2 | $205K | Sell |
5,049
-1,866
| -27% | -$75.8K | 0.07% | 216 |
|
|
2022
Q1 | $343K | Sell |
6,915
-57
| -0.8% | -$2.83K | 0.09% | 198 |
|
|
2021
Q4 | $336K | Buy |
6,972
+498
| +8% | +$24K | 0.09% | 212 |
|
|
2021
Q3 | $301K | Buy |
6,474
+456
| +8% | +$21.2K | 0.09% | 211 |
|
|
2021
Q2 | $283K | Buy |
6,018
+660
| +12% | +$31K | 0.08% | 217 |
|
|
2021
Q1 | $243K | Sell |
5,358
-1,284
| -19% | -$58.2K | 0.08% | 216 |
|
|
2020
Q4 | $319K | Buy |
6,642
+771
| +13% | +$37K | 0.12% | 156 |
|
|
2020
Q3 | $274K | Buy |
5,871
+795
| +16% | +$37.1K | 0.13% | 140 |
|
|
2020
Q2 | $203K | Buy |
+5,076
| New | +$203K | 0.1% | 160 |
|
|
2020
Q1 | – | Sell |
-5,076
| Closed | -$201K | – | 195 |
|
|
2019
Q4 | $201K | Sell |
5,076
-1,428
| -22% | -$56.5K | 0.08% | 173 |
|
|
2019
Q3 | $257K | Hold |
6,504
| – | – | 0.13% | 117 |
|
|
2019
Q2 | $240K | Buy |
6,504
+300
| +5% | +$11.1K | 0.12% | 123 |
|
|
2019
Q1 | $202K | Sell |
6,204
-300
| -5% | -$9.77K | 0.11% | 137 |
|
|
2018
Q4 | $202K | Sell |
6,504
-2,700
| -29% | -$83.9K | 0.11% | 149 |
|
|
2018
Q3 | $288K | Hold |
9,204
| – | – | 0.14% | 113 |
|
|
2018
Q2 | $263K | Sell |
9,204
-2,100
| -19% | -$60K | 0.14% | 116 |
|
|
2018
Q1 | $335K | Buy |
+11,304
| New | +$335K | 0.13% | 100 |
|
|
2017
Q3 | $263K | Buy |
10,107
+207
| +2% | +$5.39K | 0.11% | 112 |
|
|
2017
Q2 | $250K | Sell |
9,900
-300
| -3% | -$7.58K | 0.11% | 114 |
|
|
2017
Q1 | $245K | Sell |
10,200
-20,580
| -67% | -$494K | 0.11% | 118 |
|
|
2016
Q4 | $709K | Buy |
30,780
+3,300
| +12% | +$76K | 0.34% | 51 |
|
|
2016
Q3 | $625K | Hold |
27,480
| – | – | 0.32% | 54 |
|
|
2016
Q2 | $669K | Sell |
27,480
-49,590
| -64% | -$1.21M | 0.38% | 50 |
|
|
2016
Q1 | $1.75M | Buy |
77,070
+1,125
| +1% | +$25.5K | 1.01% | 13 |
|
|
2015
Q4 | $1.59M | Buy |
+75,945
| New | +$1.59M | 1.25% | 14 |
|