Aspen Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
46,893
-609
| -1% | -$59.5K | 1.93% | 9 |
|
|
2025
Q1 | $4.17M | Buy |
47,502
+1,609
| +4% | +$141K | 1.92% | 10 |
|
|
2024
Q4 | $4.15M | Buy |
45,893
+1,767
| +4% | +$160K | 1.93% | 11 |
|
|
2024
Q3 | $3.56M | Buy |
44,126
+56
| +0.1% | +$4.52K | 1.66% | 11 |
|
|
2024
Q2 | $2.98M | Buy |
44,070
+503
| +1% | +$34.1K | 1.49% | 15 |
|
|
2024
Q1 | $2.62M | Sell |
43,567
-572
| -1% | -$34.4K | 1.33% | 16 |
|
|
2023
Q4 | $2.32M | Buy |
44,139
+354
| +0.8% | +$18.6K | 1.3% | 18 |
|
|
2023
Q3 | $2.33M | Buy |
43,785
+2,064
| +5% | +$110K | 1.41% | 18 |
|
|
2023
Q2 | $2.19M | Hold |
41,721
| – | – | 1.3% | 18 |
|
|
2023
Q1 | $2.05M | Sell |
41,721
-9
| -0% | -$442 | 1.31% | 20 |
|
|
2022
Q4 | $1.97M | Sell |
41,730
-24
| -0.1% | -$1.13K | 1.29% | 24 |
|
|
2022
Q3 | $1.81M | Sell |
41,754
-141
| -0.3% | -$6.1K | 1.2% | 22 |
|
|
2022
Q2 | $1.7M | Sell |
41,895
-6,723
| -14% | -$272K | 1.06% | 26 |
|
|
2022
Q1 | $2.41M | Sell |
48,618
-11,100
| -19% | -$551K | 1.27% | 22 |
|
|
2021
Q4 | $2.88M | Buy |
59,718
+8,520
| +17% | +$411K | 1.42% | 20 |
|
|
2021
Q3 | $2.38M | Buy |
51,198
+8,478
| +20% | +$394K | 1.26% | 23 |
|
|
2021
Q2 | $2.01M | Sell |
42,720
-18
| -0% | -$846 | 1.05% | 27 |
|
|
2021
Q1 | $1.94M | Sell |
42,738
-28,377
| -40% | -$1.28M | 1.08% | 25 |
|
|
2020
Q4 | $3.42M | Buy |
71,115
+387
| +0.5% | +$18.6K | 2.02% | 9 |
|
|
2020
Q3 | $3.3M | Buy |
70,728
+1,776
| +3% | +$82.8K | 2.2% | 9 |
|
|
2020
Q2 | $2.75M | Buy |
68,952
+27,699
| +67% | +$1.11M | 1.97% | 14 |
|
|
2020
Q1 | $1.56M | Sell |
41,253
-474
| -1% | -$17.9K | 1.35% | 17 |
|
|
2019
Q4 | $1.65M | Buy |
41,727
+423
| +1% | +$16.8K | 1.03% | 29 |
|
|
2019
Q3 | $1.63M | Buy |
41,304
+1,125
| +3% | +$44.5K | 1.09% | 24 |
|
|
2019
Q2 | $1.48M | Buy |
40,179
+2,100
| +6% | +$77.4K | 0.97% | 27 |
|
|
2019
Q1 | $1.24M | Buy |
38,079
+300
| +0.8% | +$9.75K | 0.86% | 32 |
|
|
2018
Q4 | $1.17M | Sell |
37,779
-3,000
| -7% | -$93.1K | 0.94% | 31 |
|
|
2018
Q3 | $1.28M | Hold |
40,779
| – | – | 0.84% | 32 |
|
|
2018
Q2 | $1.16M | Sell |
40,779
-1,500
| -4% | -$42.8K | 0.8% | 38 |
|
|
2018
Q1 | $1.25M | Hold |
42,279
| – | – | 0.9% | 29 |
|
|
2017
Q4 | $1.39M | Hold |
42,279
| – | – | 0.99% | 29 |
|
|
2017
Q3 | $1.1M | Hold |
42,279
| – | – | 0.82% | 35 |
|
|
2017
Q2 | $1.07M | Hold |
42,279
| – | – | 0.8% | 32 |
|
|
2017
Q1 | $1.02M | Hold |
42,279
| – | – | 0.75% | 31 |
|
|
2016
Q4 | $974K | Sell |
42,279
-300
| -0.7% | -$6.91K | 0.73% | 33 |
|
|
2016
Q3 | $1.02M | Hold |
42,579
| – | – | 0.81% | 28 |
|
|
2016
Q2 | $1.04M | Buy |
42,579
+28,500
| +202% | +$693K | 0.85% | 27 |
|
|
2016
Q1 | $321K | Hold |
14,079
| – | – | 0.29% | 78 |
|
|
2015
Q4 | $288K | Sell |
14,079
-28,500
| -67% | -$583K | 0.29% | 92 |
|
|
2015
Q3 | $920K | Sell |
42,579
-1,035
| -2% | -$22.4K | 0.9% | 31 |
|
|
2015
Q2 | $1.03M | Sell |
43,614
-1,161
| -3% | -$27.4K | 0.87% | 28 |
|
|
2015
Q1 | $1.23M | Buy |
44,775
+186
| +0.4% | +$5.1K | 0.98% | 24 |
|
|
2014
Q4 | $1.28M | Sell |
44,589
-111
| -0.2% | -$3.18K | 1.07% | 25 |
|
|
2014
Q3 | $1.14M | Sell |
44,700
-22,290
| -33% | -$568K | 0.95% | 26 |
|
|
2014
Q2 | $1.68M | Buy |
66,990
+840
| +1% | +$21K | 1.02% | 27 |
|
|
2014
Q1 | $1.69M | Hold |
66,150
| – | – | 1.07% | 26 |
|
|
2013
Q4 | $1.74M | Sell |
66,150
-885
| -1% | -$23.2K | 1.16% | 23 |
|
|
2013
Q3 | $1.65M | Hold |
67,035
| – | – | 1.17% | 24 |
|
|
2013
Q2 | $1.67M | Buy |
+67,035
| New | +$1.67M | 1.13% | 22 |
|