MMBG 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 | $15.4M | Buy |
157,381
+27,560
| +21% | +$2.69M | 1.53% | 14 |
|
2025
Q1 | $11.4M | Sell |
129,821
-29,725
| -19% | -$2.62M | 1.29% | 16 |
|
2024
Q4 | $14.4M | Sell |
159,546
-8,244
| -5% | -$745K | 1.53% | 15 |
|
2024
Q3 | $13.5M | Sell |
167,790
-2,900
| -2% | -$234K | 1.41% | 17 |
|
2024
Q2 | $11.6M | Sell |
170,690
-7,090
| -4% | -$480K | 1.24% | 18 |
|
2024
Q1 | $10.7M | Buy |
177,780
+150
| +0.1% | +$9.03K | 1.13% | 20 |
|
2023
Q4 | $9.33M | Hold |
177,630
| – | – | 1.1% | 20 |
|
2023
Q3 | $9.47M | Sell |
177,630
-3,360
| -2% | -$179K | 1.19% | 18 |
|
2023
Q2 | $9.37M | Buy |
180,990
+15,150
| +9% | +$784K | 1.14% | 22 |
|
2023
Q1 | $8.15M | Buy |
165,840
+45,525
| +38% | +$2.24M | 1.03% | 27 |
|
2022
Q4 | $5.69M | Buy |
120,315
+3,315
| +3% | +$157K | 0.75% | 36 |
|
2022
Q3 | $5.06M | Buy |
117,000
+2,760
| +2% | +$119K | 0.68% | 37 |
|
2022
Q2 | $4.63M | Sell |
114,240
-10,851
| -9% | -$440K | 0.57% | 41 |
|
2022
Q1 | $6.21M | Buy |
125,091
+4,905
| +4% | +$244K | 0.65% | 36 |
|
2021
Q4 | $5.8M | Buy |
+120,186
| New | +$5.8M | 0.56% | 36 |
|