Appleton Partners’s Walmart WMT Stock Holding History

Appleton Partners’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.44M	Sell	65,824 -2,723	-4%	-$266K	0.46%	69
2025 Q1	$6.02M	Buy	68,547 +5,049	+8%	+$443K	0.47%	70
2024 Q4	$5.74M	Sell	63,498 -512	-0.8%	-$46.3K	0.42%	71
2024 Q3	$5.17M	Sell	64,010 -3,564	-5%	-$288K	0.38%	78
2024 Q2	$4.58M	Sell	67,574 -1,001	-1%	-$67.8K	0.35%	76
2024 Q1	$4.13M	Sell	68,575 -59	-0.1%	-$3.55K	0.32%	82
2023 Q4	$3.61M	Buy	68,634 +2,283	+3%	+$120K	0.29%	85
2023 Q3	$3.54M	Sell	66,351 -858	-1%	-$45.7K	0.31%	82
2023 Q2	$3.52M	Buy	67,209 +249	+0.4%	+$13K	0.3%	84
2023 Q1	$3.29M	Buy	66,960 +111	+0.2%	+$5.46K	0.29%	85
2022 Q4	$3.16M	Buy	66,849 +885	+1%	+$41.8K	0.3%	82
2022 Q3	$2.85M	Buy	65,964 +519	+0.8%	+$22.4K	0.29%	88
2022 Q2	$2.65M	Sell	65,445 -813	-1%	-$32.9K	0.25%	91
2022 Q1	$3.29M	Sell	66,258 -489	-0.7%	-$24.3K	0.27%	91
2021 Q4	$3.22M	Buy	66,747 +4,266	+7%	+$206K	0.24%	91
2021 Q3	$2.9M	Buy	62,481 +3,093	+5%	+$144K	0.24%	97
2021 Q2	$2.79M	Buy	59,388 +5,418	+10%	+$255K	0.24%	97
2021 Q1	$2.44M	Buy	53,970 +10,617	+24%	+$481K	0.23%	101
2020 Q4	$2.08M	Buy	43,353 +22,662	+110%	+$1.09M	0.21%	100
2020 Q3	$965K	Buy	20,691 +6,486	+46%	+$302K	0.11%	139
2020 Q2	$567K	Sell	14,205 -594	-4%	-$23.7K	0.07%	166
2020 Q1	$560K	Sell	14,799 -6	-0%	-$227	0.08%	159
2019 Q4	$586K	Buy	14,805 +3,741	+34%	+$148K	0.06%	181
2019 Q3	$438K	Buy	11,064 +507	+5%	+$20.1K	0.05%	198
2019 Q2	$389K	Buy	10,557 +954	+10%	+$35.2K	0.05%	206
2019 Q1	$312K	Sell	9,603 -42	-0.4%	-$1.37K	0.04%	218
2018 Q4	$299K	Buy	9,645 +813	+9%	+$25.2K	0.04%	213
2018 Q3	$276K	Sell	8,832 -498	-5%	-$15.6K	0.04%	227
2018 Q2	$266K	Buy	9,330 +198	+2%	+$5.65K	0.04%	233
2018 Q1	$271K	Sell	9,132 -375	-4%	-$11.1K	0.04%	226
2017 Q4	$313K	Buy	9,507 +1,170	+14%	+$38.5K	0.05%	213
2017 Q3	$217K	Buy	+8,337	New	+$217K	0.04%	226
2017 Q1	–	Sell	-8,742	Closed	-$201K	–	238
2016 Q4	$201K	Buy	+8,742	New	+$201K	0.04%	202
2015 Q4	–	Sell	-11,943	Closed	-$258K	–	218
2015 Q3	$258K	Sell	11,943 -969	-8%	-$20.9K	0.06%	184
2015 Q2	$305K	Buy	12,912 +2,796	+28%	+$66K	0.07%	152
2015 Q1	$277K	Sell	10,116 -4,983	-33%	-$136K	0.06%	158
2014 Q4	$432K	Sell	15,099 -2,112	-12%	-$60.4K	0.1%	128
2014 Q3	$439K	Buy	17,211 +1,098	+7%	+$28K	0.1%	124
2014 Q2	$403K	Sell	16,113 -1,416	-8%	-$35.4K	0.09%	129
2014 Q1	$447K	Buy	17,529 +1,113	+7%	+$28.4K	0.11%	120
2013 Q4	$431K	Buy	16,416 +3,063	+23%	+$80.4K	0.1%	115
2013 Q3	$329K	Buy	13,353 +195	+1%	+$4.81K	0.09%	121
2013 Q2	$327K	Buy	+13,158	New	+$327K	0.09%	111