Pinion 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 | $2.21M | Sell |
22,633
-23,141
| -51% | -$2.26M | 0.76% | 28 |
|
|
2025
Q1 | $4.02M | Buy |
45,774
+22,196
| +94% | +$1.95M | 0.89% | 22 |
|
|
2024
Q4 | $2.13M | Sell |
23,578
-299
| -1% | -$27K | 0.85% | 24 |
|
|
2024
Q3 | $1.93M | Buy |
23,877
+729
| +3% | +$58.9K | 0.81% | 23 |
|
|
2024
Q2 | $1.57M | Buy |
23,148
+241
| +1% | +$16.3K | 0.78% | 22 |
|
|
2024
Q1 | $1.38M | Sell |
22,907
-61
| -0.3% | -$3.67K | 0.72% | 25 |
|
|
2023
Q4 | $1.21M | Buy |
22,968
+402
| +2% | +$21.1K | 0.73% | 24 |
|
|
2023
Q3 | $1.2M | Buy |
22,566
+843
| +4% | +$44.9K | 0.78% | 23 |
|
|
2023
Q2 | $1.14M | Buy |
21,723
+3,069
| +16% | +$161K | 0.77% | 22 |
|
|
2023
Q1 | $917K | Sell |
18,654
-873
| -4% | -$42.9K | 0.86% | 22 |
|
|
2022
Q4 | $923K | Sell |
19,527
-2,067
| -10% | -$97.7K | 0.87% | 25 |
|
|
2022
Q3 | $934K | Sell |
21,594
-1,398
| -6% | -$60.5K | 0.82% | 28 |
|
|
2022
Q2 | $932K | Buy |
22,992
+693
| +3% | +$28.1K | 0.78% | 31 |
|
|
2022
Q1 | $1.11M | Buy |
22,299
+360
| +2% | +$17.9K | 0.77% | 30 |
|
|
2021
Q4 | $1.06M | Buy |
21,939
+1,236
| +6% | +$59.6K | 0.71% | 38 |
|
|
2021
Q3 | $962K | Buy |
20,703
+105
| +0.5% | +$4.88K | 0.77% | 30 |
|
|
2021
Q2 | $968K | Buy |
20,598
+327
| +2% | +$15.4K | 0.78% | 28 |
|
|
2021
Q1 | $918K | Buy |
20,271
+2,154
| +12% | +$97.5K | 0.85% | 22 |
|
|
2020
Q4 | $871K | Buy |
18,117
+741
| +4% | +$35.6K | 0.92% | 20 |
|
|
2020
Q3 | $694K | Hold |
17,376
| – | – | 1.05% | 28 |
|
|
2020
Q2 | $694K | Buy |
17,376
+888
| +5% | +$35.5K | 1.05% | 28 |
|
|
2020
Q1 | $624K | Buy |
16,488
+3,738
| +29% | +$141K | 1.34% | 22 |
|
|
2019
Q4 | $505K | Buy |
12,750
+1,104
| +9% | +$43.7K | 0.94% | 40 |
|
|
2019
Q3 | $461K | Sell |
11,646
-783
| -6% | -$31K | 0.94% | 45 |
|
|
2019
Q2 | $458K | Sell |
12,429
-2,676
| -18% | -$98.6K | 0.98% | 38 |
|
|
2019
Q1 | $491K | Buy |
15,105
+282
| +2% | +$9.17K | 0.86% | 49 |
|
|
2018
Q4 | $460K | Buy |
14,823
+1,974
| +15% | +$61.3K | 0.97% | 43 |
|
|
2018
Q3 | $402K | Sell |
12,849
-90
| -0.7% | -$2.82K | 0.77% | 53 |
|
|
2018
Q2 | $369K | Buy |
12,939
+621
| +5% | +$17.7K | 0.71% | 63 |
|
|
2018
Q1 | $365K | Buy |
+12,318
| New | +$365K | 0.78% | 57 |
|