Tiemann 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
$1.13M Buy
11,564
+126
+1% +$12.3K 0.46% 50
2025
Q1
$1M Sell
11,438
-410
-3% -$36K 0.46% 50
2024
Q4
$1.07M Sell
11,848
-106
-0.9% -$9.58K 0.48% 48
2024
Q3
$965K Sell
11,954
-299
-2% -$24.1K 0.42% 52
2024
Q2
$830K Buy
12,253
+35
+0.3% +$2.37K 0.37% 57
2024
Q1
$735K Sell
12,218
-562
-4% -$33.8K 0.33% 64
2023
Q4
$672K Sell
12,780
-390
-3% -$20.5K 0.33% 64
2023
Q3
$702K Buy
13,170
+660
+5% +$35.2K 0.38% 62
2023
Q2
$656K Sell
12,510
-330
-3% -$17.3K 0.33% 67
2023
Q1
$631K Buy
12,840
+165
+1% +$8.11K 0.35% 66
2022
Q4
$599K Hold
12,675
0.35% 67
2022
Q3
$548K Buy
12,675
+561
+5% +$24.3K 0.36% 64
2022
Q2
$491K Sell
12,114
-1,020
-8% -$41.3K 0.26% 85
2022
Q1
$652K Buy
13,134
+1,140
+10% +$56.6K 0.3% 74
2021
Q4
$579K Buy
11,994
+150
+1% +$7.24K 0.24% 87
2021
Q3
$550K Sell
11,844
-225
-2% -$10.4K 0.26% 88
2021
Q2
$567K Sell
12,069
-75
-0.6% -$3.52K 0.27% 88
2021
Q1
$550K Sell
12,144
-156
-1% -$7.07K 0.27% 90
2020
Q4
$591K Buy
12,300
+195
+2% +$9.37K 0.31% 78
2020
Q3
$565K Buy
12,105
+1,935
+19% +$90.3K 0.35% 70
2020
Q2
$406K Buy
10,170
+1,725
+20% +$68.9K 0.28% 89
2020
Q1
$320K Buy
8,445
+330
+4% +$12.5K 0.28% 86
2019
Q4
$321K Sell
8,115
-15
-0.2% -$593 0.22% 118
2019
Q3
$322K Hold
8,130
0.23% 116
2019
Q2
$299K Sell
8,130
-345
-4% -$12.7K 0.22% 128
2019
Q1
$276K Sell
8,475
-1,650
-16% -$53.7K 0.21% 131
2018
Q4
$314K Buy
10,125
+795
+9% +$24.7K 0.28% 106
2018
Q3
$292K Sell
9,330
-450
-5% -$14.1K 0.22% 127
2018
Q2
$279K Sell
9,780
-885
-8% -$25.2K 0.22% 131
2018
Q1
$316K Buy
10,665
+750
+8% +$22.2K 0.25% 112
2017
Q4
$326K Buy
9,915
+150
+2% +$4.93K 0.26% 115
2017
Q3
$254K Buy
9,765
+375
+4% +$9.75K 0.21% 135
2017
Q2
$237K Hold
9,390
0.21% 140
2017
Q1
$226K Hold
9,390
0.21% 140
2016
Q4
$216K Sell
9,390
-525
-5% -$12.1K 0.21% 139
2016
Q3
$238K Hold
9,915
0.22% 142
2016
Q2
$241K Sell
9,915
-300
-3% -$7.29K 0.23% 137
2016
Q1
$233K Sell
10,215
-1,350
-12% -$30.8K 0.23% 135
2015
Q4
$236K Sell
11,565
-750
-6% -$15.3K 0.24% 134
2015
Q3
$266K Sell
12,315
-1,305
-10% -$28.2K 0.29% 120
2015
Q2
$322K Sell
13,620
-720
-5% -$17K 0.33% 100
2015
Q1
$393K Sell
14,340
-1,620
-10% -$44.4K 0.41% 77
2014
Q4
$457K Hold
15,960
0.49% 70
2014
Q3
$407K Sell
15,960
-426
-3% -$10.9K 0.45% 73
2014
Q2
$410K Buy
16,386
+450
+3% +$11.3K 0.45% 76
2014
Q1
$406K Sell
15,936
-180
-1% -$4.59K 0.46% 74
2013
Q4
$423K Buy
+16,116
New +$423K 0.5% 66