Altavista Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.82M | Buy |
162,081
+7,521
| +5% | +$359K | 1.58% | 20 |
|
|
2021
Q3 | $7.18M | Sell |
154,560
-3,441
| -2% | -$166K | 1.6% | 19 |
|
|
2021
Q2 | $7.43M | Buy |
158,001
+4,086
| +3% | +$190K | 1.62% | 20 |
|
|
2021
Q1 | $6.97M | Sell |
153,915
-1,779
| -1% | -$82.4K | 1.7% | 16 |
|
|
2020
Q4 | $7.48M | Sell |
155,694
-1,731
| -1% | -$84.1K | 1.9% | 13 |
|
|
2020
Q3 | $7.34M | Sell |
157,425
-6,099
| -4% | -$271K | 2.02% | 12 |
|
|
2020
Q2 | $6.53M | Sell |
163,524
-711
| -0.4% | -$29.2K | 1.89% | 15 |
|
|
2020
Q1 | $6.22M | Sell |
164,235
-9
| -0% | -$346 | 2.12% | 9 |
|
|
2019
Q4 | $6.51M | Sell |
164,244
-4,281
| -3% | -$170K | 1.94% | 9 |
|
|
2019
Q3 | $6.67M | Sell |
168,525
-6,315
| -4% | -$238K | 2.07% | 8 |
|
|
2019
Q2 | $6.44M | Sell |
174,840
-6,078
| -3% | -$209K | 2.06% | 12 |
|
|
2019
Q1 | $5.88M | Sell |
180,918
-2,994
| -2% | -$97.1K | 2.08% | 14 |
|
|
2018
Q4 | $5.71M | Sell |
183,912
-420
| -0.2% | -$13.5K | 2.33% | 8 |
|
|
2018
Q3 | $5.77M | Sell |
184,332
-2,127
| -1% | -$65.1K | 2.15% | 11 |
|
|
2018
Q2 | $5.32M | Sell |
186,459
-669
| -0.4% | -$19K | 2.13% | 13 |
|
|
2018
Q1 | $5.55M | Sell |
187,128
-42
| -0% | -$1.35K | 2.35% | 10 |
|
|
2017
Q4 | $6.16M | Buy |
187,170
+1,476
| +0.8% | +$45.2K | 2.6% | 8 |
|
|
2017
Q3 | $4.84M | Sell |
185,694
-57
| -0% | -$1.5K | 2.3% | 12 |
|
|
2017
Q2 | $4.69M | Sell |
185,751
-84
| -0% | -$2.13K | 2.33% | 12 |
|
|
2017
Q1 | $4.46M | Buy |
185,835
+8,388
| +5% | +$193K | 2.23% | 11 |
|
|
2016
Q4 | $4.09M | Sell |
177,447
-2,157
| -1% | -$50.3K | 2.21% | 12 |
|
|
2016
Q3 | $4.32M | Buy |
179,604
+1,701
| +1% | +$41.3K | 2.35% | 11 |
|
|
2016
Q2 | $4.33M | Buy |
177,903
+2,403
| +1% | +$55.6K | 2.39% | 12 |
|
|
2016
Q1 | $4.01M | Buy |
175,500
+5,967
| +4% | +$131K | 2.26% | 13 |
|
|
2015
Q4 | $3.46M | Buy |
169,533
+14,565
| +9% | +$292K | 2.04% | 16 |
|
|
2015
Q3 | $3.35M | Buy |
154,968
+9,039
| +6% | +$207K | 2.2% | 12 |
|
|
2015
Q2 | $3.45M | Buy |
145,929
+8,145
| +6% | +$208K | 2.12% | 12 |
|
|
2015
Q1 | $3.78M | Sell |
137,784
-1,125
| -0.8% | -$31.9K | 2.33% | 10 |
|
|
2014
Q4 | $3.98M | Buy |
138,909
+375
| +0.3% | +$10.1K | 2.45% | 9 |
|
|
2014
Q3 | $3.53M | Buy |
138,534
+1,425
| +1% | +$36K | 2.27% | 11 |
|
|
2014
Q2 | $3.43M | Buy |
137,109
+1,650
| +1% | +$42.4K | 2.14% | 11 |
|
|
2014
Q1 | $3.45M | Buy |
135,459
+1,248
| +0.9% | +$31.3K | 2.1% | 11 |
|
|
2013
Q4 | $3.56M | Buy |
134,211
+5,700
| +4% | +$147K | 2.17% | 7 |
|
|
2013
Q3 | $3.39M | Sell |
128,511
-8,781
| -6% | -$221K | 2.21% | 8 |
|
|
2013
Q2 | $3.41M | Buy |
+137,292
| New | +$3.52M | 2.29% | 9 |
|
Other funds holding WMT
Altavista Wealth Management's WMT Position: Q4 2021 in Review
Altavista Wealth Management increased its Walmart Inc (WMT) stake by 4.9% in Q4 2021, buying an estimated $359K and bringing the position to 162,081 shares worth $7.82M. The position accounts for 1.58% of the portfolio, ranked #20.
Altavista Wealth Management first reported a position in WMT in Q2 2013 and has held it in 35 quarters since. 2,730 funds tracked by Wall St. Rank hold WMT as of Q4 2021.
- Altavista Wealth Management held 162,081 shares of Walmart Inc worth $7.82M as of Q4 2021.
- Altavista Wealth Management bought 7,521 Walmart Inc shares in Q4 2021, an estimated $359K.
- Walmart Inc made up 1.58% of Altavista Wealth Management's portfolio in Q4 2021, its #20 holding.
- Altavista Wealth Management first reported a position in Walmart Inc in Q2 2013 and has held it in 35 quarters since.
- 2,730 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.