Investment Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
104,219
+3,011
| +3% | +$294K | 3.4% | 6 |
|
|
2025
Q1 | $8.89M | Sell |
101,208
-3,262
| -3% | -$286K | 3.21% | 8 |
|
|
2024
Q4 | $9.44M | Buy |
104,470
+45
| +0% | +$4.07K | 3.33% | 8 |
|
|
2024
Q3 | $8.43M | Sell |
104,425
-6,262
| -6% | -$506K | 2.98% | 8 |
|
|
2024
Q2 | $7.49M | Sell |
110,687
-2,289
| -2% | -$155K | 2.75% | 8 |
|
|
2024
Q1 | $6.8M | Buy |
112,976
+494
| +0.4% | +$29.7K | 2.5% | 8 |
|
|
2023
Q4 | $5.91M | Sell |
112,482
-1,311
| -1% | -$68.9K | 2.33% | 8 |
|
|
2023
Q3 | $6.07M | Buy |
113,793
+327
| +0.3% | +$17.4K | 2.61% | 8 |
|
|
2023
Q2 | $5.94M | Buy |
113,466
+2,880
| +3% | +$151K | 2.51% | 9 |
|
|
2023
Q1 | $5.44M | Buy |
110,586
+759
| +0.7% | +$37.3K | 2.68% | 9 |
|
|
2022
Q4 | $5.22M | Buy |
109,827
+1,602
| +1% | +$76.1K | 2.68% | 10 |
|
|
2022
Q3 | $4.68M | Buy |
108,225
+897
| +0.8% | +$38.8K | 2.8% | 9 |
|
|
2022
Q2 | $4.35M | Sell |
107,328
-2,742
| -2% | -$111K | 2.51% | 11 |
|
|
2022
Q1 | $5.46M | Buy |
110,070
+531
| +0.5% | +$26.4K | 3.05% | 5 |
|
|
2021
Q4 | $5.28M | Buy |
109,539
+4,497
| +4% | +$217K | 2.88% | 6 |
|
|
2021
Q3 | $4.88M | Sell |
105,042
-48
| -0% | -$2.23K | 2.99% | 5 |
|
|
2021
Q2 | $4.94M | Buy |
+105,090
| New | +$4.94M | 3.05% | 5 |
|
|
2020
Q4 | $5.06M | Buy |
105,546
+15
| +0% | +$719 | 3.54% | 5 |
|
|
2020
Q3 | $4.92M | Buy |
105,531
+426
| +0.4% | +$19.9K | 3.89% | 5 |
|
|
2020
Q2 | $4.2M | Buy |
105,105
+1,125
| +1% | +$44.9K | 3.59% | 5 |
|
|
2020
Q1 | $3.94M | Buy |
103,980
+4,908
| +5% | +$186K | 4.22% | 4 |
|
|
2019
Q4 | $3.95M | Buy |
+99,072
| New | +$3.95M | 3.55% | 5 |
|