TIAM2
Tru Independence Asset Management 2’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
4,500
-1,585
| -26% | -$155K | 0.3% | 63 |
|
|
2025
Q1 | $537K | Buy |
6,085
+220
| +4% | +$19.4K | 0.4% | 50 |
|
|
2024
Q4 | $531K | Buy |
5,865
+750
| +15% | +$67.9K | 0.44% | 45 |
|
|
2024
Q3 | $413K | Buy |
+5,115
| New | +$413K | 0.35% | 50 |
|
|
2022
Q3 | – | Sell |
-9,538
| Closed | -$1.16M | – | 86 |
|
|
2022
Q2 | $1.16M | Sell |
9,538
-945
| -9% | -$115K | 0.95% | 20 |
|
|
2022
Q1 | $1.56M | Sell |
10,483
-9,138
| -47% | -$1.36M | 0.9% | 24 |
|
|
2021
Q4 | $2.84M | Buy |
19,621
+11,802
| +151% | +$1.71M | 1.51% | 18 |
|
|
2021
Q3 | $1.09M | Buy |
+7,819
| New | +$1.09M | 0.77% | 27 |
|
|
2021
Q1 | – | Sell |
-547
| Closed | -$79K | – | 420 |
|
|
2020
Q4 | $79K | Buy |
+547
| New | +$79K | 0.07% | 133 |
|