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 |
|