Pinnacle West Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
31,950
-405
| -1% | -$39.6K | 2.16% | 10 |
|
|
2025
Q1 | $2.84M | Hold |
32,355
| – | – | 2.05% | 12 |
|
|
2024
Q4 | $2.92M | Buy |
32,355
+350
| +1% | +$31.6K | 2.09% | 11 |
|
|
2024
Q3 | $2.58M | Buy |
32,005
+725
| +2% | +$58.5K | 1.85% | 11 |
|
|
2024
Q2 | $2.12M | Buy |
31,280
+365
| +1% | +$24.7K | 1.65% | 16 |
|
|
2024
Q1 | $1.86M | Buy |
30,915
+420
| +1% | +$25.3K | 1.48% | 18 |
|
|
2023
Q4 | $1.6M | Buy |
30,495
+1,245
| +4% | +$65.4K | 1.37% | 21 |
|
|
2023
Q3 | $1.56M | Buy |
29,250
+1,800
| +7% | +$95.9K | 1.53% | 17 |
|
|
2023
Q2 | $1.44M | Buy |
27,450
+105
| +0.4% | +$5.5K | 1.4% | 20 |
|
|
2023
Q1 | $1.34M | Buy |
+27,345
| New | +$1.34M | 1.4% | 21 |
|