International Private Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $968K | Buy |
9,900
+1,752
| +22% | +$171K | 0.83% | 31 |
|
2025
Q1 | $715K | Sell |
8,148
-980
| -11% | -$86K | 0.69% | 35 |
|
2024
Q4 | $825K | Buy |
9,128
+5,206
| +133% | +$470K | 0.82% | 28 |
|
2024
Q3 | $317K | Sell |
3,922
-1,132
| -22% | -$91.4K | 0.46% | 69 |
|
2024
Q2 | $342K | Buy |
5,054
+420
| +9% | +$28.4K | 0.58% | 52 |
|
2024
Q1 | $279K | Sell |
4,634
-64
| -1% | -$3.85K | 0.54% | 70 |
|
2023
Q4 | $247K | Buy |
+4,698
| New | +$247K | 0.24% | 75 |
|