Appleton Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.64M | Sell |
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|
2025
Q2 | $6.44M | Sell |
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|
2025
Q1 | $6.02M | Buy |
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|
2024
Q4 | $5.74M | Sell |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $4.58M | Sell |
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|
2024
Q1 | $4.13M | Sell |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $3.54M | Sell |
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|
2023
Q2 | $3.52M | Buy |
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|
2023
Q1 | $3.29M | Buy |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.22M | Buy |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $2.79M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $965K | Buy |
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|
2020
Q2 | $567K | Sell |
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|
2020
Q1 | $560K | Sell |
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|
2019
Q4 | $586K | Buy |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $299K | Buy |
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|
2018
Q3 | $276K | Sell |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $271K | Sell |
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|
2017
Q4 | $313K | Buy |
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|
2017
Q3 | $217K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $258K | Sell |
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|
2015
Q2 | $305K | Buy |
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|
2015
Q1 | $277K | Sell |
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|
2014
Q4 | $432K | Sell |
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|
2014
Q3 | $439K | Buy |
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|
2014
Q2 | $403K | Sell |
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|
2014
Q1 | $447K | Buy |
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|
2013
Q4 | $431K | Buy |
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|
2013
Q3 | $329K | Buy |
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|
2013
Q2 | $327K | Buy |
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