Investors Asset Management of Georgia’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
9,708
| – | – | 0.44% | 67 |
|
|
2025
Q1 | $852K | Sell |
9,708
-100
| -1% | -$8.78K | 0.43% | 66 |
|
|
2024
Q4 | $886K | Hold |
9,808
| – | – | 0.43% | 65 |
|
|
2024
Q3 | $792K | Hold |
9,808
| – | – | 0.37% | 69 |
|
|
2024
Q2 | $664K | Buy |
9,808
+31
| +0.3% | +$2.1K | 0.32% | 75 |
|
|
2024
Q1 | $588K | Hold |
9,777
| – | – | 0.28% | 85 |
|
|
2023
Q4 | $514K | Sell |
9,777
-75
| -0.8% | -$3.94K | 0.26% | 85 |
|
|
2023
Q3 | $523K | Hold |
9,852
| – | – | 0.29% | 87 |
|
|
2023
Q2 | $516K | Hold |
9,852
| – | – | 0.27% | 90 |
|
|
2023
Q1 | $484K | Hold |
9,852
| – | – | 0.26% | 92 |
|
|
2022
Q4 | $466K | Sell |
9,852
-90
| -0.9% | -$4.25K | 0.24% | 99 |
|
|
2022
Q3 | $430K | Hold |
9,942
| – | – | 0.22% | 104 |
|
|
2022
Q2 | $403K | Hold |
9,942
| – | – | 0.21% | 106 |
|
|
2022
Q1 | $494K | Sell |
9,942
-600
| -6% | -$29.8K | 0.25% | 105 |
|
|
2021
Q4 | $508K | Buy |
10,542
+570
| +6% | +$27.5K | 0.24% | 96 |
|
|
2021
Q3 | $463K | Sell |
9,972
-300
| -3% | -$13.9K | 0.24% | 99 |
|
|
2021
Q2 | $483K | Sell |
10,272
-573
| -5% | -$26.9K | 0.26% | 95 |
|
|
2021
Q1 | $491K | Buy |
10,845
+450
| +4% | +$20.4K | 0.28% | 91 |
|
|
2020
Q4 | $499K | Buy |
10,395
+225
| +2% | +$10.8K | 0.34% | 73 |
|
|
2020
Q3 | $474K | Sell |
10,170
-675
| -6% | -$31.5K | 0.32% | 74 |
|
|
2020
Q2 | $433K | Buy |
10,845
+675
| +7% | +$27K | 0.3% | 73 |
|
|
2020
Q1 | $385K | Hold |
10,170
| – | – | 0.31% | 69 |
|
|
2019
Q4 | $403K | Buy |
10,170
+420
| +4% | +$16.6K | 0.24% | 96 |
|
|
2019
Q3 | $386K | Hold |
9,750
| – | – | 0.25% | 93 |
|
|
2019
Q2 | $359K | Sell |
9,750
-150
| -2% | -$5.52K | 0.24% | 97 |
|
|
2019
Q1 | $322K | Sell |
9,900
-126
| -1% | -$4.1K | 0.23% | 105 |
|
|
2018
Q4 | $311K | Sell |
10,026
-150
| -1% | -$4.65K | 0.25% | 99 |
|
|
2018
Q3 | $319K | Buy |
10,176
+150
| +1% | +$4.7K | 0.22% | 114 |
|
|
2018
Q2 | $286K | Sell |
10,026
-75
| -0.7% | -$2.14K | 0.21% | 113 |
|
|
2018
Q1 | $300K | Buy |
10,101
+405
| +4% | +$12K | 0.22% | 108 |
|
|
2017
Q4 | $319K | Sell |
9,696
-300
| -3% | -$9.87K | 0.23% | 108 |
|
|
2017
Q3 | $260K | Sell |
9,996
-300
| -3% | -$7.8K | 0.19% | 118 |
|
|
2017
Q2 | $260K | Buy |
10,296
+75
| +0.7% | +$1.89K | 0.18% | 114 |
|
|
2017
Q1 | $246K | Sell |
10,221
-597
| -6% | -$14.4K | 0.17% | 120 |
|
|
2016
Q4 | $249K | Buy |
10,818
+450
| +4% | +$10.4K | 0.18% | 114 |
|
|
2016
Q3 | $249K | Hold |
10,368
| – | – | 0.19% | 111 |
|
|
2016
Q2 | $252K | Buy |
10,368
+150
| +1% | +$3.65K | 0.2% | 110 |
|
|
2016
Q1 | $233K | Hold |
10,218
| – | – | 0.19% | 110 |
|
|
2015
Q4 | $209K | Buy |
10,218
+873
| +9% | +$17.9K | 0.18% | 114 |
|
|
2015
Q3 | $202K | Hold |
9,345
| – | – | 0.18% | 113 |
|
|
2015
Q2 | $221K | Sell |
9,345
-105
| -1% | -$2.48K | 0.19% | 115 |
|
|
2015
Q1 | $259K | Hold |
9,450
| – | – | 0.21% | 104 |
|
|
2014
Q4 | $271K | Buy |
+9,450
| New | +$271K | 0.23% | 103 |
|