Investment Partners Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
5,564
+503
| +10% | +$49.2K | 0.38% | 77 |
|
|
2025
Q1 | $444K | Sell |
5,061
-267
| -5% | -$23.4K | 0.35% | 90 |
|
|
2024
Q4 | $481K | Sell |
5,328
-409
| -7% | -$37K | 0.38% | 79 |
|
|
2024
Q3 | $463K | Buy |
5,737
+1,243
| +28% | +$100K | 0.38% | 84 |
|
|
2024
Q2 | $304K | Hold |
4,494
| – | – | 0.27% | 103 |
|
|
2024
Q1 | $270K | Hold |
4,494
| – | – | 0.24% | 111 |
|
|
2023
Q4 | $236K | Buy |
+4,494
| New | +$236K | 0.24% | 112 |
|