Intelligent Financial Strategies’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Hold |
4,845
| – | – | 0.25% | 27 |
|
|
2025
Q1 | $426K | Hold |
4,845
| – | – | 0.22% | 27 |
|
|
2024
Q4 | $439K | Hold |
4,845
| – | – | 0.24% | 28 |
|
|
2024
Q3 | $391K | Hold |
4,845
| – | – | 0.22% | 29 |
|
|
2024
Q2 | $328K | Hold |
4,845
| – | – | 0.2% | 32 |
|
|
2024
Q1 | $293K | Hold |
4,845
| – | – | 0.18% | 36 |
|
|
2023
Q4 | $256K | Hold |
4,845
| – | – | 0.18% | 38 |
|
|
2023
Q3 | $258K | Hold |
4,845
| – | – | 0.19% | 40 |
|
|
2023
Q2 | $254K | Hold |
4,845
| – | – | 0.19% | 41 |
|
|
2023
Q1 | $239K | Hold |
4,845
| – | – | 0.19% | 41 |
|
|
2022
Q4 | $230K | Hold |
4,845
| – | – | 0.19% | 43 |
|
|
2022
Q3 | $209K | Hold |
4,845
| – | – | 0.22% | 45 |
|
|
2022
Q2 | $196K | Sell |
4,845
-993
| -17% | -$40.2K | 0.2% | 47 |
|
|
2022
Q1 | $290K | Sell |
5,838
-576
| -9% | -$28.6K | 0.28% | 39 |
|
|
2021
Q4 | $309K | Buy |
+6,414
| New | +$309K | 0.28% | 43 |
|