Sonora Investment Management Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.2M Sell
308,749
-2,950
-0.9% -$288K 2.24% 11
2025
Q1
$27.4M Sell
311,699
-33
-0% -$2.9K 2.17% 8
2024
Q4
$28.2M Buy
311,732
+1,326
+0.4% +$120K 2.16% 8
2024
Q3
$25.1M Buy
310,406
+272
+0.1% +$22K 1.86% 9
2024
Q2
$18.7M Hold
310,134
1.46% 18
2024
Q1
$18.7M Buy
310,134
+6,432
+2% +$387K 1.46% 18
2023
Q4
$16M Buy
303,702
+8,595
+3% +$452K 1.3% 22
2023
Q3
$15.7M Sell
295,107
-4,866
-2% -$259K 1.35% 19
2023
Q2
$15.7M Sell
299,973
-204
-0.1% -$10.7K 1.32% 20
2023
Q1
$14.8M Buy
300,177
+2,226
+0.7% +$109K 1.29% 23
2022
Q4
$14.1M Buy
297,951
+8,205
+3% +$388K 1.28% 23
2022
Q3
$11.7M Buy
289,746
+240
+0.1% +$9.73K 1.51% 19
2022
Q2
$11.7M Buy
289,506
+9,984
+4% +$405K 1.11% 28
2022
Q1
$13.9M Buy
279,522
+10,542
+4% +$523K 1.57% 14
2021
Q4
$13M Buy
+268,980
New +$13M 1.51% 16