Atwater Malick’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
163,654
-514
| -0.3% | -$50.3K | 5.07% | 5 |
|
|
2025
Q1 | $14.4M | Buy |
164,168
+1,761
| +1% | +$155K | 4.88% | 4 |
|
|
2024
Q4 | $14.7M | Sell |
162,407
-2,633
| -2% | -$238K | 4.92% | 5 |
|
|
2024
Q3 | $13.3M | Buy |
165,040
+1,324
| +0.8% | +$107K | 4.29% | 8 |
|
|
2024
Q2 | $11.1M | Buy |
163,716
+1,554
| +1% | +$105K | 3.82% | 9 |
|
|
2024
Q1 | $9.76M | Buy |
162,162
+4,575
| +3% | +$275K | 3.44% | 12 |
|
|
2023
Q4 | $8.28M | Buy |
157,587
+3,336
| +2% | +$175K | 3.25% | 13 |
|
|
2023
Q3 | $8.22M | Buy |
154,251
+1,116
| +0.7% | +$59.5K | 3.62% | 9 |
|
|
2023
Q2 | $8.02M | Buy |
153,135
+1,140
| +0.8% | +$59.7K | 3.43% | 11 |
|
|
2023
Q1 | $7.47M | Buy |
151,995
+2,400
| +2% | +$118K | 3.5% | 13 |
|
|
2022
Q4 | $7.07M | Buy |
149,595
+3,090
| +2% | +$146K | 3.48% | 15 |
|
|
2022
Q3 | $6.33M | Buy |
146,505
+4,506
| +3% | +$195K | 3.54% | 17 |
|
|
2022
Q2 | $5.76M | Buy |
141,999
+5,319
| +4% | +$216K | 3.03% | 18 |
|
|
2022
Q1 | $6.79M | Buy |
136,680
+5,622
| +4% | +$279K | 3.28% | 16 |
|
|
2021
Q4 | $6.32M | Buy |
131,058
+4,848
| +4% | +$234K | 2.93% | 21 |
|
|
2021
Q3 | $5.86M | Buy |
126,210
+4,377
| +4% | +$203K | 3.1% | 17 |
|
|
2021
Q2 | $5.73M | Buy |
121,833
+5,829
| +5% | +$274K | 3.17% | 17 |
|
|
2021
Q1 | $5.25M | Sell |
116,004
-4,284
| -4% | -$194K | 3.23% | 16 |
|
|
2020
Q4 | $5.78M | Buy |
120,288
+1,695
| +1% | +$81.4K | 3.63% | 14 |
|
|
2020
Q3 | $5.53M | Buy |
118,593
+3,444
| +3% | +$161K | 3.87% | 11 |
|
|
2020
Q2 | $4.6M | Buy |
115,149
+3,504
| +3% | +$140K | 3.62% | 14 |
|
|
2020
Q1 | $4.23M | Buy |
111,645
+4,359
| +4% | +$165K | 4.06% | 11 |
|
|
2019
Q4 | $4.25M | Buy |
107,286
+4,236
| +4% | +$168K | 3.38% | 20 |
|
|
2019
Q3 | $4.08M | Buy |
103,050
+2,937
| +3% | +$116K | 3.42% | 15 |
|
|
2019
Q2 | $3.69M | Buy |
100,113
+4,989
| +5% | +$184K | 3.38% | 19 |
|
|
2019
Q1 | $3.09M | Buy |
95,124
+5,766
| +6% | +$187K | 3.03% | 21 |
|
|
2018
Q4 | $2.78M | Buy |
+89,358
| New | +$2.78M | 3.11% | 20 |
|