LaSalle St. Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
13,020
-910
| -7% | -$89K | 0.35% | 58 |
|
|
2025
Q1 | $1.22M | Buy |
13,930
+4,150
| +42% | +$364K | 0.29% | 65 |
|
|
2024
Q4 | $883K | Buy |
9,780
+1,269
| +15% | +$115K | 0.27% | 73 |
|
|
2024
Q3 | $687K | Buy |
8,511
+663
| +8% | +$53.5K | 0.27% | 68 |
|
|
2024
Q2 | $531K | Buy |
7,848
+3,907
| +99% | +$264K | 0.27% | 69 |
|
|
2024
Q1 | $301K | Buy |
+3,941
| New | +$301K | 0.17% | 95 |
|
|
2023
Q4 | – | Sell |
-5,469
| Closed | -$291K | – | 140 |
|
|
2023
Q3 | $291K | Buy |
5,469
+231
| +4% | +$12.3K | 0.14% | 89 |
|
|
2023
Q2 | $274K | Sell |
5,238
-465
| -8% | -$24.3K | 0.12% | 92 |
|
|
2023
Q1 | $280K | Buy |
+5,703
| New | +$280K | 0.12% | 96 |
|