Investment Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
19,706
-3,275
| -14% | -$320K | 0.73% | 37 |
|
|
2025
Q1 | $2.02M | Buy |
22,981
+11
| +0% | +$966 | 0.84% | 36 |
|
|
2024
Q4 | $2.08M | Buy |
22,970
+423
| +2% | +$38.2K | 0.85% | 34 |
|
|
2024
Q3 | $1.82M | Sell |
22,547
-131
| -0.6% | -$10.6K | 0.76% | 42 |
|
|
2024
Q2 | $1.54M | Buy |
22,678
+16
| +0.1% | +$1.08K | 0.69% | 43 |
|
|
2024
Q1 | $1.36M | Sell |
22,662
-672
| -3% | -$40.4K | 0.62% | 46 |
|
|
2023
Q4 | $1.23M | Buy |
23,334
+852
| +4% | +$44.8K | 0.6% | 47 |
|
|
2023
Q3 | $1.2M | Sell |
22,482
-753
| -3% | -$40.1K | 0.63% | 49 |
|
|
2023
Q2 | $1.22M | Sell |
23,235
-1,158
| -5% | -$60.7K | 0.63% | 45 |
|
|
2023
Q1 | $1.2M | Buy |
24,393
+15
| +0.1% | +$737 | 0.63% | 44 |
|
|
2022
Q4 | $1.15M | Sell |
24,378
-32,553
| -57% | -$1.54M | 0.61% | 49 |
|
|
2022
Q3 | $2.46M | Buy |
56,931
+28,389
| +99% | +$1.23M | 0.73% | 38 |
|
|
2022
Q2 | $1.16M | Sell |
28,542
-189
| -0.7% | -$7.66K | 0.57% | 48 |
|
|
2022
Q1 | $1.43M | Buy |
28,731
+33
| +0.1% | +$1.64K | 0.6% | 41 |
|
|
2021
Q4 | $1.38M | Sell |
28,698
-495
| -2% | -$23.9K | 0.57% | 43 |
|
|
2021
Q3 | $1.36M | Sell |
29,193
-129
| -0.4% | -$5.99K | 0.62% | 37 |
|
|
2021
Q2 | $1.38M | Buy |
29,322
+177
| +0.6% | +$8.32K | 0.63% | 37 |
|
|
2021
Q1 | $1.32M | Buy |
29,145
+33
| +0.1% | +$1.5K | 0.64% | 38 |
|
|
2020
Q4 | $1.4M | Hold |
29,112
| – | – | 0.74% | 37 |
|
|
2020
Q3 | $1.36M | Sell |
29,112
-3,870
| -12% | -$181K | 0.81% | 37 |
|
|
2020
Q2 | $1.32M | Buy |
32,982
+75
| +0.2% | +$3K | 0.77% | 42 |
|
|
2020
Q1 | $1.25M | Buy |
32,907
+681
| +2% | +$25.8K | 0.9% | 38 |
|
|
2019
Q4 | $1.28M | Sell |
32,226
-600
| -2% | -$23.8K | 0.86% | 39 |
|
|
2019
Q3 | $1.3M | Buy |
32,826
+189
| +0.6% | +$7.48K | 0.95% | 36 |
|
|
2019
Q2 | $1.2M | Sell |
32,637
-1,413
| -4% | -$52K | 0.86% | 39 |
|
|
2019
Q1 | $1.11M | Sell |
34,050
-558
| -2% | -$18.1K | 0.8% | 43 |
|
|
2018
Q4 | $1.08M | Sell |
34,608
-261
| -0.7% | -$8.11K | 0.91% | 40 |
|
|
2018
Q3 | $1.36K | Buy |
34,869
+39
| +0.1% | +$2 | 0.75% | 34 |
|
|
2018
Q2 | $994K | Sell |
34,830
-4,278
| -11% | -$122K | 0.74% | 43 |
|
|
2018
Q1 | $1.16M | Buy |
39,108
+4,656
| +14% | +$138K | 0.86% | 36 |
|
|
2017
Q4 | $1.13M | Buy |
34,452
+8,472
| +33% | +$279K | 0.84% | 39 |
|
|
2017
Q3 | $677K | Buy |
25,980
+9
| +0% | +$235 | 0.58% | 57 |
|
|
2017
Q2 | $655K | Sell |
25,971
-207
| -0.8% | -$5.22K | 0.6% | 58 |
|
|
2017
Q1 | $629K | Buy |
26,178
+2,217
| +9% | +$53.3K | 0.61% | 58 |
|
|
2016
Q4 | $552K | Sell |
23,961
-19,185
| -44% | -$442K | 0.54% | 64 |
|
|
2016
Q3 | $1.04M | Buy |
43,146
+16,536
| +62% | +$397K | 0.59% | 57 |
|
|
2016
Q2 | $648K | Sell |
26,610
-19,068
| -42% | -$464K | 0.65% | 60 |
|
|
2016
Q1 | $933K | Buy |
45,678
+19,584
| +75% | +$400K | 0.61% | 57 |
|
|
2015
Q4 | $536K | Buy |
26,094
+1,725
| +7% | +$35.4K | 0.65% | 60 |
|
|
2015
Q3 | $526K | Buy |
24,369
+12
| +0% | +$259 | 0.69% | 58 |
|
|
2015
Q2 | $575K | Sell |
24,357
-1,473
| -6% | -$34.8K | 0.69% | 61 |
|
|
2015
Q1 | $709K | Buy |
25,830
+9
| +0% | +$247 | 0.78% | 52 |
|
|
2014
Q4 | $739K | Buy |
+25,821
| New | +$739K | 0.85% | 47 |
|