Investment House LLC’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
117,003
-450
| -0.4% | -$44K | 0.58% | 49 |
|
|
2025
Q1 | $10.3M | Buy |
117,453
+200
| +0.2% | +$17.6K | 0.59% | 47 |
|
|
2024
Q4 | $10.6M | Sell |
117,253
-25
| -0% | -$2.26K | 0.58% | 50 |
|
|
2024
Q3 | $9.47M | Buy |
117,278
+200
| +0.2% | +$16.2K | 0.51% | 54 |
|
|
2024
Q2 | $7.93M | Sell |
117,078
-1,035
| -0.9% | -$70.1K | 0.45% | 56 |
|
|
2024
Q1 | $7.11M | Sell |
118,113
-1,980
| -2% | -$119K | 0.42% | 61 |
|
|
2023
Q4 | $6.31M | Sell |
120,093
-1,170
| -1% | -$61.5K | 0.45% | 59 |
|
|
2023
Q3 | $6.46M | Buy |
121,263
+942
| +0.8% | +$50.2K | 0.51% | 56 |
|
|
2023
Q2 | $6.3M | Hold |
120,321
| – | – | 0.47% | 60 |
|
|
2023
Q1 | $5.91M | Buy |
120,321
+8,325
| +7% | +$409K | 0.49% | 60 |
|
|
2022
Q4 | $5.29M | Buy |
111,996
+9,270
| +9% | +$438K | 0.5% | 58 |
|
|
2022
Q3 | $4.44M | Buy |
102,726
+9,675
| +10% | +$418K | 0.41% | 62 |
|
|
2022
Q2 | $3.77M | Buy |
93,051
+28,200
| +43% | +$1.14M | 0.33% | 69 |
|
|
2022
Q1 | $3.22M | Buy |
64,851
+3,240
| +5% | +$161K | 0.23% | 76 |
|
|
2021
Q4 | $2.97M | Buy |
61,611
+5,655
| +10% | +$273K | 0.19% | 80 |
|
|
2021
Q3 | $2.6M | Sell |
55,956
-5,370
| -9% | -$250K | 0.19% | 79 |
|
|
2021
Q2 | $2.88M | Buy |
61,326
+28,815
| +89% | +$1.35M | 0.2% | 80 |
|
|
2021
Q1 | $1.47M | Sell |
32,511
-456
| -1% | -$20.6K | 0.11% | 96 |
|
|
2020
Q4 | $1.58M | Buy |
32,967
+540
| +2% | +$25.9K | 0.11% | 102 |
|
|
2020
Q3 | $1.51M | Buy |
32,427
+807
| +3% | +$37.6K | 0.12% | 96 |
|
|
2020
Q2 | $1.26M | Buy |
31,620
+2,070
| +7% | +$82.6K | 0.11% | 101 |
|
|
2020
Q1 | $1.12M | Buy |
29,550
+453
| +2% | +$17.2K | 0.13% | 97 |
|
|
2019
Q4 | $1.15M | Hold |
29,097
| – | – | 0.11% | 114 |
|
|
2019
Q3 | $1.15M | Hold |
29,097
| – | – | 0.12% | 106 |
|
|
2019
Q2 | $1.07M | Buy |
29,097
+300
| +1% | +$11.1K | 0.11% | 100 |
|
|
2019
Q1 | $936K | Hold |
28,797
| – | – | 0.1% | 113 |
|
|
2018
Q4 | $894K | Sell |
28,797
-372
| -1% | -$11.5K | 0.11% | 104 |
|
|
2018
Q3 | $913K | Hold |
29,169
| – | – | 0.1% | 116 |
|
|
2018
Q2 | $833K | Buy |
29,169
+450
| +2% | +$12.9K | 0.1% | 117 |
|
|
2018
Q1 | $852K | Hold |
28,719
| – | – | 0.1% | 114 |
|
|
2017
Q4 | $945K | Buy |
28,719
+741
| +3% | +$24.4K | 0.11% | 110 |
|
|
2017
Q3 | $729K | Buy |
27,978
+300
| +1% | +$7.82K | 0.1% | 118 |
|
|
2017
Q2 | $698K | Hold |
27,678
| – | – | 0.09% | 126 |
|
|
2017
Q1 | $665K | Hold |
27,678
| – | – | 0.09% | 125 |
|
|
2016
Q4 | $638K | Sell |
27,678
-9
| -0% | -$207 | 0.1% | 122 |
|
|
2016
Q3 | $666K | Hold |
27,687
| – | – | 0.1% | 124 |
|
|
2016
Q2 | $674K | Hold |
27,687
| – | – | 0.11% | 121 |
|
|
2016
Q1 | $632K | Hold |
27,687
| – | – | 0.1% | 121 |
|
|
2015
Q4 | $566K | Hold |
27,687
| – | – | 0.09% | 120 |
|
|
2015
Q3 | $598K | Hold |
27,687
| – | – | 0.1% | 116 |
|
|
2015
Q2 | $654K | Sell |
27,687
-3,150
| -10% | -$74.4K | 0.11% | 119 |
|
|
2015
Q1 | $845K | Hold |
30,837
| – | – | 0.14% | 104 |
|
|
2014
Q4 | $883K | Hold |
30,837
| – | – | 0.14% | 105 |
|
|
2014
Q3 | $786K | Hold |
30,837
| – | – | 0.13% | 108 |
|
|
2014
Q2 | $772K | Sell |
30,837
-3,300
| -10% | -$82.6K | 0.13% | 107 |
|
|
2014
Q1 | $869K | Sell |
34,137
-666
| -2% | -$17K | 0.15% | 104 |
|
|
2013
Q4 | $913K | Sell |
34,803
-1,359
| -4% | -$35.7K | 0.16% | 100 |
|
|
2013
Q3 | $892K | Buy |
36,162
+9
| +0% | +$222 | 0.18% | 90 |
|
|
2013
Q2 | $898K | Buy |
+36,153
| New | +$898K | 0.19% | 88 |
|