Strategic 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 | $1.33M | Buy |
13,567
+348
| +3% | +$34K | 0.13% | 79 |
|
|
2025
Q1 | $1.16M | Buy |
13,219
+2,501
| +23% | +$220K | 0.12% | 94 |
|
|
2024
Q4 | $968K | Sell |
10,718
-211
| -2% | -$19.1K | 0.1% | 116 |
|
|
2024
Q3 | $882K | Buy |
10,929
+512
| +5% | +$41.3K | 0.1% | 125 |
|
|
2024
Q2 | $705K | Buy |
10,417
+4,051
| +64% | +$274K | 0.09% | 143 |
|
|
2024
Q1 | $383K | Buy |
6,366
+2,433
| +62% | +$146K | 0.05% | 192 |
|
|
2023
Q4 | $207K | Sell |
3,933
-348
| -8% | -$18.3K | 0.03% | 230 |
|
|
2023
Q3 | $228K | Buy |
+4,281
| New | +$228K | 0.04% | 218 |
|
|
2023
Q2 | – | Sell |
-17,304
| Closed | -$851K | – | 250 |
|
|
2023
Q1 | $851K | Sell |
17,304
-375
| -2% | -$18.4K | 0.15% | 97 |
|
|
2022
Q4 | $836K | Sell |
17,679
-435
| -2% | -$20.6K | 0.17% | 96 |
|
|
2022
Q3 | $783K | Sell |
18,114
-681
| -4% | -$29.4K | 0.18% | 92 |
|
|
2022
Q2 | $762K | Sell |
18,795
-12
| -0.1% | -$487 | 0.15% | 105 |
|
|
2022
Q1 | $934K | Sell |
18,807
-1,110
| -6% | -$55.1K | 0.18% | 99 |
|
|
2021
Q4 | $961K | Buy |
19,917
+1,668
| +9% | +$80.5K | 0.19% | 112 |
|
|
2021
Q3 | $848K | Buy |
18,249
+1,221
| +7% | +$56.7K | 0.19% | 116 |
|
|
2021
Q2 | $800K | Buy |
17,028
+6,669
| +64% | +$313K | 0.18% | 115 |
|
|
2021
Q1 | $469K | Buy |
10,359
+624
| +6% | +$28.3K | 0.12% | 141 |
|
|
2020
Q4 | $468K | Buy |
9,735
+1,008
| +12% | +$48.5K | 0.13% | 130 |
|
|
2020
Q3 | $407K | Buy |
8,727
+1,038
| +13% | +$48.4K | 0.14% | 106 |
|
|
2020
Q2 | $307K | Sell |
7,689
-276
| -3% | -$11K | 0.12% | 130 |
|
|
2020
Q1 | $302K | Buy |
7,965
+777
| +11% | +$29.5K | 0.14% | 116 |
|
|
2019
Q4 | $285K | Buy |
7,188
+636
| +10% | +$25.2K | 0.12% | 138 |
|
|
2019
Q3 | $259K | Buy |
6,552
+558
| +9% | +$22.1K | 0.12% | 133 |
|
|
2019
Q2 | $220K | Buy |
+5,994
| New | +$220K | 0.12% | 137 |
|