Atwood & Palmer’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 | $27.5M | Sell |
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|
2025
Q2 | $26.5M | Buy |
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|
2025
Q1 | $23.6M | Sell |
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|
2024
Q4 | $25.2M | Sell |
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|
2024
Q3 | $22.8M | Buy |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $14.5M | Buy |
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|
2023
Q3 | $14.6M | Buy |
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|
2023
Q2 | $14.4M | Buy |
|
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $11.1M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $12.2M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $10.3M | Buy |
|
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|
2020
Q4 | $10.7M | Buy |
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|
2020
Q3 | $10.2M | Buy |
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|
2020
Q2 | $8.63M | Buy |
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|
2020
Q1 | $8.13M | Buy |
|
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|
2019
Q4 | $7.81M | Sell |
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|
2019
Q3 | $8.03M | Buy |
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|
2019
Q2 | $7.43M | Buy |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $175K | Buy |
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|
2018
Q3 | $131K | Sell |
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|
2018
Q2 | $123K | Buy |
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|
2018
Q1 | $125K | Hold |
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|
2017
Q4 | $138K | Buy |
|
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|
2017
Q3 | $86K | Hold |
|
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|
2017
Q2 | $83K | Buy |
|
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $37K | Hold |
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|
2016
Q1 | $34K | Hold |
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|
2015
Q4 | $31K | Hold |
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|
2015
Q3 | $32K | Hold |
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|
2015
Q2 | $35K | Hold |
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|
2015
Q1 | $41K | Buy |
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|
2014
Q4 | $35K | Sell |
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|
2014
Q3 | $113K | Buy |
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|
2014
Q2 | $23K | Buy |
|