Investment Research & 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 | $136K | Buy |
1,391
+420
| +43% | +$41.1K | 0.05% | 79 |
|
|
2025
Q1 | $85.2K | Buy |
971
+284
| +41% | +$24.9K | 0.04% | 98 |
|
|
2024
Q4 | $62.1K | Hold |
687
| – | – | 0.03% | 99 |
|
|
2024
Q3 | $55.5K | Buy |
687
+213
| +45% | +$17.2K | 0.02% | 98 |
|
|
2024
Q2 | $32.1K | Buy |
474
+80
| +20% | +$5.41K | 0.01% | 108 |
|
|
2024
Q1 | $23.7K | Buy |
394
+1
| +0.3% | +$60 | 0.01% | 122 |
|
|
2023
Q4 | $20.7K | Hold |
393
| – | – | 0.01% | 122 |
|
|
2023
Q3 | $21K | Hold |
393
| – | – | 0.01% | 121 |
|
|
2023
Q2 | $20.6K | Buy |
393
+3
| +0.8% | +$157 | 0.01% | 129 |
|
|
2023
Q1 | $19.2K | Buy |
390
+3
| +0.8% | +$148 | 0.01% | 118 |
|
|
2022
Q4 | $18.4K | Hold |
387
| – | – | 0.01% | 116 |
|
|
2022
Q3 | $17K | Sell |
387
-3
| -0.8% | -$132 | 0.01% | 117 |
|
|
2022
Q2 | $16K | Buy |
390
+6
| +2% | +$246 | 0.01% | 124 |
|
|
2022
Q1 | $19K | Buy |
384
+219
| +133% | +$10.8K | 0.01% | 131 |
|
|
2021
Q4 | $8K | Hold |
165
| – | – | ﹤0.01% | 170 |
|
|
2021
Q3 | $8K | Buy |
165
+51
| +45% | +$2.47K | 0.01% | 135 |
|
|
2021
Q2 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 162 |
|