Principal Securities’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
117,283
+13,519
| +13% | +$1.32M | 0.22% | 86 |
|
|
2025
Q1 | $9.38M | Buy |
103,764
+362
| +0.4% | +$32.7K | 0.21% | 98 |
|
|
2024
Q4 | $9.34M | Buy |
103,402
+12,371
| +14% | +$1.12M | 0.21% | 97 |
|
|
2024
Q3 | $7.35M | Buy |
91,031
+8,080
| +10% | +$652K | 0.18% | 106 |
|
|
2024
Q2 | $5.62M | Buy |
82,951
+10,400
| +14% | +$704K | 0.15% | 119 |
|
|
2024
Q1 | $4.37M | Buy |
72,551
+6,464
| +10% | +$389K | 0.14% | 144 |
|
|
2023
Q4 | $3.47M | Buy |
+66,087
| New | +$3.47M | 0.13% | 158 |
|