WIA
World Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Sell |
279,379
-5,912
| -2% | -$578K | 0.62% | 30 |
|
|
2025
Q1 | $25M | Buy |
285,291
+13,776
| +5% | +$1.21M | 0.65% | 29 |
|
|
2024
Q4 | $24.5M | Buy |
271,515
+19,233
| +8% | +$1.74M | 0.67% | 28 |
|
|
2024
Q3 | $20.4M | Buy |
252,282
+151,950
| +151% | +$12.3M | 0.64% | 31 |
|
|
2024
Q2 | $6.79M | Buy |
100,332
+41,565
| +71% | +$2.81M | 0.42% | 49 |
|
|
2024
Q1 | $3.55M | Buy |
58,767
+36,322
| +162% | +$2.19M | 0.51% | 44 |
|
|
2023
Q4 | $3.55M | Buy |
22,445
+1,814
| +9% | +$287K | 0.46% | 43 |
|
|
2023
Q3 | $3.3M | Buy |
20,631
+25
| +0.1% | +$4K | 0.65% | 33 |
|
|
2023
Q2 | $3.24M | Sell |
20,606
-666
| -3% | -$105K | 0.63% | 30 |
|
|
2023
Q1 | $3.15M | Sell |
21,272
-1,443
| -6% | -$214K | 0.66% | 30 |
|
|
2022
Q4 | $3.23M | Sell |
22,715
-2,174
| -9% | -$309K | 0.74% | 27 |
|
|
2022
Q3 | $3.23M | Buy |
24,889
+234
| +0.9% | +$30.3K | 0.77% | 27 |
|
|
2022
Q2 | $3.22M | Buy |
24,655
+329
| +1% | +$42.9K | 0.68% | 29 |
|
|
2022
Q1 | $3.64M | Sell |
24,326
-500
| -2% | -$74.7K | 0.75% | 26 |
|
|
2021
Q4 | $3.38M | Buy |
24,826
+148
| +0.6% | +$20.1K | 0.71% | 29 |
|
|
2021
Q3 | $3.44M | Sell |
24,678
-255
| -1% | -$35.5K | 0.78% | 25 |
|
|
2021
Q2 | $3.52M | Sell |
24,933
-791
| -3% | -$112K | 0.8% | 24 |
|
|
2021
Q1 | $3.57M | Buy |
25,724
+26
| +0.1% | +$3.61K | 0.86% | 21 |
|
|
2020
Q4 | $3.71M | Buy |
25,698
+1,890
| +8% | +$273K | 0.94% | 22 |
|
|
2020
Q3 | $3.33M | Hold |
23,808
| – | – | 1.14% | 20 |
|
|
2020
Q2 | $3.14M | Buy |
+23,808
| New | +$3.14M | 1.1% | 20 |
|
|
2020
Q1 | – | Sell |
-24,082
| Closed | -$2.88M | – | 178 |
|
|
2019
Q4 | $2.88M | Buy |
24,082
+4,438
| +23% | +$530K | 1.12% | 21 |
|
|
2019
Q3 | $2.33M | Buy |
19,644
+3,841
| +24% | +$456K | 1% | 17 |
|
|
2019
Q2 | $1.7M | Sell |
15,803
-6,525
| -29% | -$703K | 0.75% | 19 |
|
|
2019
Q1 | $2.19M | Sell |
22,328
-5,062
| -18% | -$496K | 1% | 20 |
|
|
2018
Q4 | $2.59M | Buy |
+27,390
| New | +$2.59M | 1.16% | 18 |
|