Investment Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
5,557
+954
| +21% | +$93.3K | 0.16% | 101 |
|
|
2025
Q1 | $404K | Buy |
4,603
+29
| +0.6% | +$2.55K | 0.14% | 107 |
|
|
2024
Q4 | $413K | Sell |
4,574
-1,608
| -26% | -$145K | 0.14% | 103 |
|
|
2024
Q3 | $499K | Buy |
6,182
+126
| +2% | +$10.2K | 0.17% | 97 |
|
|
2024
Q2 | $410K | Buy |
6,056
+2,423
| +67% | +$164K | 0.16% | 100 |
|
|
2024
Q1 | $219K | Buy |
+3,633
| New | +$219K | 0.09% | 145 |
|