Wealth Advisors of Iowa’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
2,771
-18
| -0.6% | -$1.76K | 0.1% | 60 |
|
|
2025
Q1 | $245K | Sell |
2,789
-874
| -24% | -$76.7K | 0.11% | 63 |
|
|
2024
Q4 | $331K | Buy |
3,663
+961
| +36% | +$86.8K | 0.17% | 44 |
|
|
2024
Q3 | $218K | Buy |
+2,702
| New | +$218K | 0.11% | 65 |
|
|
2022
Q1 | – | Sell |
-6,750
| Closed | -$326K | – | 72 |
|
|
2021
Q4 | $326K | Buy |
+6,750
| New | +$326K | 0.18% | 43 |
|