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 |
|