Anchor Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
163,001
-53,926
| -25% | -$5.27M | 0.47% | 76 |
|
|
2025
Q1 | $19M | Sell |
216,927
-11,632
| -5% | -$1.02M | 0.57% | 64 |
|
|
2024
Q4 | $20.7M | Sell |
228,559
-14,922
| -6% | -$1.35M | 0.59% | 63 |
|
|
2024
Q3 | $19.7M | Sell |
243,481
-6,713
| -3% | -$542K | 0.52% | 69 |
|
|
2024
Q2 | $16.9M | Sell |
250,194
-13,456
| -5% | -$911K | 0.48% | 73 |
|
|
2024
Q1 | $15.9M | Sell |
263,650
-41,762
| -14% | -$2.51M | 0.42% | 82 |
|
|
2023
Q4 | $16M | Sell |
305,412
-11,982
| -4% | -$630K | 0.42% | 81 |
|
|
2023
Q3 | $16.9M | Sell |
317,394
-12,258
| -4% | -$653K | 0.47% | 66 |
|
|
2023
Q2 | $17.3M | Sell |
329,652
-7,641
| -2% | -$400K | 0.45% | 69 |
|
|
2023
Q1 | $16.6M | Buy |
337,293
+2,130
| +0.6% | +$105K | 0.44% | 71 |
|
|
2022
Q4 | $15.8M | Sell |
335,163
-27,513
| -8% | -$1.3M | 0.41% | 75 |
|
|
2022
Q3 | $15.7M | Sell |
362,676
-11,307
| -3% | -$489K | 0.43% | 77 |
|
|
2022
Q2 | $15.2M | Sell |
373,983
-35,664
| -9% | -$1.45M | 0.38% | 86 |
|
|
2022
Q1 | $20.3M | Buy |
409,647
+780
| +0.2% | +$38.7K | 0.43% | 79 |
|
|
2021
Q4 | $19.7M | Sell |
408,867
-17,454
| -4% | -$842K | 0.39% | 88 |
|
|
2021
Q3 | $19.8M | Buy |
426,321
+13,188
| +3% | +$613K | 0.41% | 85 |
|
|
2021
Q2 | $19.4M | Buy |
413,133
+8,478
| +2% | +$399K | 0.39% | 87 |
|
|
2021
Q1 | $18.3M | Buy |
404,655
+26,694
| +7% | +$1.21M | 0.39% | 90 |
|
|
2020
Q4 | $18.2M | Buy |
377,961
+18,684
| +5% | +$898K | 0.41% | 86 |
|
|
2020
Q3 | $16.8M | Buy |
359,277
+5,757
| +2% | +$268K | 0.43% | 84 |
|
|
2020
Q2 | $14.1M | Sell |
353,520
-816
| -0.2% | -$32.6K | 0.36% | 93 |
|
|
2020
Q1 | $13.4M | Sell |
354,336
-124,218
| -26% | -$4.7M | 0.4% | 87 |
|
|
2019
Q4 | $19M | Buy |
478,554
+47,454
| +11% | +$1.88M | 0.41% | 88 |
|
|
2019
Q3 | $17.1M | Sell |
431,100
-13,182
| -3% | -$521K | 0.62% | 74 |
|
|
2019
Q2 | $16.4M | Sell |
444,282
-8,634
| -2% | -$318K | 0.59% | 80 |
|
|
2019
Q1 | $14.7K | Buy |
452,916
+2,976
| +0.7% | +$97 | 0.31% | 86 |
|
|
2018
Q4 | $14M | Buy |
449,940
+3,714
| +0.8% | +$115K | 0.57% | 81 |
|
|
2018
Q3 | $14M | Sell |
446,226
-19,641
| -4% | -$615K | 0.51% | 84 |
|
|
2018
Q2 | $13.3M | Buy |
465,867
+2,550
| +0.6% | +$72.8K | 0.49% | 86 |
|
|
2018
Q1 | $13.7M | Sell |
463,317
-3,102
| -0.7% | -$92K | 0.48% | 86 |
|
|
2017
Q4 | $15.4M | Buy |
466,419
+24,345
| +6% | +$801K | 0.54% | 87 |
|
|
2017
Q3 | $11.5M | Sell |
442,074
-34,017
| -7% | -$886K | 0.42% | 91 |
|
|
2017
Q2 | $12M | Sell |
476,091
-13,626
| -3% | -$344K | 0.44% | 87 |
|
|
2017
Q1 | $11.8M | Buy |
489,717
+18,306
| +4% | +$440K | 0.41% | 97 |
|
|
2016
Q4 | $10.9M | Buy |
471,411
+40,275
| +9% | +$928K | 0.41% | 89 |
|
|
2016
Q3 | $10.4M | Sell |
431,136
-122,409
| -22% | -$2.94M | 0.35% | 89 |
|
|
2016
Q2 | $13.5M | Sell |
553,545
-36,390
| -6% | -$886K | 0.34% | 89 |
|
|
2016
Q1 | $13.5M | Sell |
589,935
-6,828
| -1% | -$156K | 0.32% | 88 |
|
|
2015
Q4 | $12.2M | Sell |
596,763
-26,490
| -4% | -$541K | 0.31% | 88 |
|
|
2015
Q3 | $13.5M | Buy |
623,253
+281,718
| +82% | +$6.09M | 0.34% | 88 |
|
|
2015
Q2 | $8.08M | Sell |
341,535
-1,464
| -0.4% | -$34.6K | 0.18% | 107 |
|
|
2015
Q1 | $9.4M | Buy |
342,999
+4,188
| +1% | +$115K | 0.2% | 103 |
|
|
2014
Q4 | $9.7M | Buy |
338,811
+5,169
| +2% | +$148K | 0.2% | 108 |
|
|
2014
Q3 | $8.51M | Sell |
333,642
-545,181
| -62% | -$13.9M | 0.18% | 109 |
|
|
2014
Q2 | $22M | Buy |
878,823
+17,736
| +2% | +$444K | 0.42% | 83 |
|
|
2014
Q1 | $21.9M | Buy |
861,087
+20,868
| +2% | +$532K | 0.44% | 82 |
|
|
2013
Q4 | $22M | Sell |
840,219
-25,374
| -3% | -$666K | 0.44% | 82 |
|
|
2013
Q3 | $21.3M | Buy |
865,593
+7,941
| +0.9% | +$196K | 0.46% | 77 |
|
|
2013
Q2 | $21.3M | Buy |
+857,652
| New | +$21.3M | 0.46% | 68 |
|