Accredited Investors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
24,450
+10,084
| +70% | +$986K | 0.14% | 61 |
|
|
2025
Q1 | $1.26M | Sell |
14,366
-525
| -4% | -$46.1K | 0.08% | 80 |
|
|
2024
Q4 | $1.35M | Sell |
14,891
-627
| -4% | -$56.7K | 0.08% | 78 |
|
|
2024
Q3 | $1.25M | Buy |
15,518
+1,227
| +9% | +$99.1K | 0.07% | 85 |
|
|
2024
Q2 | $968K | Buy |
14,291
+1,863
| +15% | +$126K | 0.06% | 87 |
|
|
2024
Q1 | $748K | Buy |
12,428
+2,186
| +21% | +$132K | 0.05% | 101 |
|
|
2023
Q4 | $538K | Buy |
10,242
+402
| +4% | +$21.1K | 0.04% | 116 |
|
|
2023
Q3 | $525K | Buy |
9,840
+615
| +7% | +$32.8K | 0.04% | 107 |
|
|
2023
Q2 | $483K | Buy |
9,225
+159
| +2% | +$8.33K | 0.03% | 115 |
|
|
2023
Q1 | $446K | Sell |
9,066
-84
| -0.9% | -$4.13K | 0.03% | 117 |
|
|
2022
Q4 | $432K | Buy |
9,150
+1,272
| +16% | +$60.1K | 0.04% | 117 |
|
|
2022
Q3 | $341K | Buy |
7,878
+111
| +1% | +$4.81K | 0.04% | 120 |
|
|
2022
Q2 | $315K | Sell |
7,767
-39
| -0.5% | -$1.58K | 0.04% | 135 |
|
|
2022
Q1 | $387K | Buy |
7,806
+978
| +14% | +$48.5K | 0.03% | 130 |
|
|
2021
Q4 | $329K | Buy |
6,828
+72
| +1% | +$3.47K | 0.03% | 141 |
|
|
2021
Q3 | $314K | Sell |
6,756
-477
| -7% | -$22.2K | 0.03% | 129 |
|
|
2021
Q2 | $340K | Buy |
7,233
+489
| +7% | +$23K | 0.03% | 122 |
|
|
2021
Q1 | $305K | Sell |
6,744
-465
| -6% | -$21K | 0.04% | 124 |
|
|
2020
Q4 | $346K | Buy |
7,209
+1,203
| +20% | +$57.7K | 0.06% | 112 |
|
|
2020
Q3 | $280K | Buy |
6,006
+669
| +13% | +$31.2K | 0.06% | 113 |
|
|
2020
Q2 | $213K | Hold |
5,337
| – | – | 0.04% | 120 |
|
|
2020
Q1 | $202K | Buy |
5,337
+99
| +2% | +$3.75K | 0.05% | 122 |
|
|
2019
Q4 | $207K | Sell |
5,238
-2,271
| -30% | -$89.7K | 0.04% | 141 |
|
|
2019
Q3 | $297K | Sell |
7,509
-477
| -6% | -$18.9K | 0.06% | 111 |
|
|
2019
Q2 | $294K | Buy |
7,986
+159
| +2% | +$5.85K | 0.06% | 111 |
|
|
2019
Q1 | $254K | Buy |
7,827
+750
| +11% | +$24.3K | 0.05% | 116 |
|
|
2018
Q4 | $220K | Buy |
+7,077
| New | +$220K | 0.05% | 113 |
|
|
2018
Q2 | – | Sell |
-7,017
| Closed | -$208K | – | 128 |
|
|
2018
Q1 | $208K | Sell |
7,017
-654
| -9% | -$19.4K | 0.06% | 103 |
|
|
2017
Q4 | $253K | Sell |
7,671
-573
| -7% | -$18.9K | 0.07% | 98 |
|
|
2017
Q3 | $215K | Buy |
+8,244
| New | +$215K | 0.06% | 105 |
|