PIA
Perennial Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
16,309
+225
| +1% | +$22K | 0.15% | 128 |
|
|
2025
Q1 | $1.41M | Buy |
16,084
+489
| +3% | +$42.9K | 0.16% | 117 |
|
|
2024
Q4 | $1.41M | Buy |
15,595
+88
| +0.6% | +$7.95K | 0.17% | 108 |
|
|
2024
Q3 | $1.25M | Buy |
15,507
+305
| +2% | +$24.6K | 0.16% | 102 |
|
|
2024
Q2 | $1.03M | Buy |
15,202
+640
| +4% | +$43.3K | 0.15% | 115 |
|
|
2024
Q1 | $876K | Buy |
14,562
+9,740
| +202% | +$586K | 0.13% | 127 |
|
|
2023
Q4 | $760K | Sell |
4,822
-155
| -3% | -$24.4K | 0.13% | 135 |
|
|
2023
Q3 | $796K | Buy |
4,977
+136
| +3% | +$21.7K | 0.14% | 123 |
|
|
2023
Q2 | $761K | Sell |
4,841
-673
| -12% | -$106K | 0.13% | 132 |
|
|
2023
Q1 | $813K | Buy |
5,514
+94
| +2% | +$13.9K | 0.15% | 118 |
|
|
2022
Q4 | $768K | Buy |
5,420
+25
| +0.5% | +$3.54K | 0.31% | 64 |
|
|
2022
Q3 | $700K | Sell |
5,395
-912
| -14% | -$118K | 0.32% | 64 |
|
|
2022
Q2 | $765K | Buy |
6,307
+135
| +2% | +$16.4K | 0.3% | 66 |
|
|
2022
Q1 | $918K | Sell |
6,172
-192
| -3% | -$28.6K | 0.29% | 70 |
|
|
2021
Q4 | $921K | Sell |
6,364
-55
| -0.9% | -$7.96K | 0.29% | 72 |
|
|
2021
Q3 | $895K | Buy |
6,419
+451
| +8% | +$62.9K | 0.32% | 75 |
|
|
2021
Q2 | $842K | Buy |
5,968
+513
| +9% | +$72.4K | 0.31% | 76 |
|
|
2021
Q1 | $741K | Sell |
5,455
-100
| -2% | -$13.6K | 0.29% | 73 |
|
|
2020
Q4 | $801K | Buy |
5,555
+550
| +11% | +$79.3K | 0.34% | 65 |
|
|
2020
Q3 | $699K | Buy |
5,005
+2,763
| +123% | +$386K | 0.35% | 61 |
|
|
2020
Q2 | $269K | Sell |
2,242
-41
| -2% | -$4.92K | 0.18% | 103 |
|
|
2020
Q1 | $260K | Buy |
2,283
+153
| +7% | +$17.4K | 0.23% | 91 |
|
|
2019
Q4 | $253K | Buy |
+2,130
| New | +$253K | 0.2% | 108 |
|