AP
Atwood & Palmer’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
270,615
+1,764
| +0.7% | +$172K | 1.65% | 24 |
|
|
2025
Q1 | $23.6M | Sell |
268,851
-10,491
| -4% | -$921K | 1.64% | 29 |
|
|
2024
Q4 | $25.2M | Sell |
279,342
-2,415
| -0.9% | -$218K | 1.73% | 24 |
|
|
2024
Q3 | $22.8M | Buy |
281,757
+495
| +0.2% | +$40K | 1.55% | 29 |
|
|
2024
Q2 | $19M | Sell |
281,262
-1,107
| -0.4% | -$75K | 1.44% | 31 |
|
|
2024
Q1 | $17M | Buy |
282,369
+190,500
| +207% | +$11.5M | 1.29% | 38 |
|
|
2023
Q4 | $14.5M | Buy |
91,869
+272
| +0.3% | +$42.9K | 1.17% | 41 |
|
|
2023
Q3 | $14.6M | Buy |
91,597
+210
| +0.2% | +$33.6K | 1.28% | 38 |
|
|
2023
Q2 | $14.4M | Buy |
91,387
+3,032
| +3% | +$477K | 1.28% | 34 |
|
|
2023
Q1 | $13M | Buy |
88,355
+1,605
| +2% | +$237K | 1.22% | 36 |
|
|
2022
Q4 | $12.3M | Buy |
86,750
+1,468
| +2% | +$208K | 1.11% | 36 |
|
|
2022
Q3 | $11.1M | Buy |
85,282
+1,810
| +2% | +$235K | 1.1% | 36 |
|
|
2022
Q2 | $10.1M | Buy |
83,472
+1,708
| +2% | +$208K | 0.99% | 40 |
|
|
2022
Q1 | $12.2M | Buy |
81,764
+1,491
| +2% | +$222K | 1.05% | 38 |
|
|
2021
Q4 | $11.6M | Buy |
80,273
+3,152
| +4% | +$456K | 0.97% | 38 |
|
|
2021
Q3 | $10.7M | Buy |
77,121
+597
| +0.8% | +$83.2K | 0.96% | 39 |
|
|
2021
Q2 | $10.8M | Buy |
76,524
+615
| +0.8% | +$86.7K | 0.97% | 39 |
|
|
2021
Q1 | $10.3M | Buy |
75,909
+1,581
| +2% | +$215K | 0.99% | 39 |
|
|
2020
Q4 | $10.7M | Buy |
74,328
+1,205
| +2% | +$174K | 1.15% | 32 |
|
|
2020
Q3 | $10.2M | Buy |
73,123
+1,060
| +1% | +$148K | 1.29% | 32 |
|
|
2020
Q2 | $8.63M | Buy |
72,063
+477
| +0.7% | +$57.1K | 1.17% | 31 |
|
|
2020
Q1 | $8.13M | Buy |
71,586
+5,900
| +9% | +$670K | 1.28% | 28 |
|
|
2019
Q4 | $7.81M | Sell |
65,686
-1,991
| -3% | -$237K | 1% | 34 |
|
|
2019
Q3 | $8.03M | Buy |
67,677
+383
| +0.6% | +$45.5K | 1.08% | 33 |
|
|
2019
Q2 | $7.44M | Buy |
67,294
+65,419
| +3,489% | +$7.23M | 1% | 34 |
|
|
2019
Q1 | $183K | Hold |
1,875
| – | – | 0.03% | 126 |
|
|
2018
Q4 | $175K | Buy |
1,875
+475
| +34% | +$44.3K | 0.03% | 124 |
|
|
2018
Q3 | $131K | Sell |
1,400
-34
| -2% | -$3.18K | 0.02% | 145 |
|
|
2018
Q2 | $123K | Buy |
1,434
+34
| +2% | +$2.92K | 0.02% | 144 |
|
|
2018
Q1 | $125K | Hold |
1,400
| – | – | 0.02% | 142 |
|
|
2017
Q4 | $138K | Buy |
1,400
+300
| +27% | +$29.6K | 0.02% | 141 |
|
|
2017
Q3 | $86K | Hold |
1,100
| – | – | 0.01% | 159 |
|
|
2017
Q2 | $83K | Buy |
1,100
+1,000
| +1,000% | +$75.5K | 0.01% | 166 |
|
|
2017
Q1 | $7K | Sell |
100
-400
| -80% | -$28K | ﹤0.01% | 255 |
|
|
2016
Q4 | $35K | Hold |
500
| – | – | 0.01% | 190 |
|
|
2016
Q3 | $36K | Hold |
500
| – | – | 0.01% | 185 |
|
|
2016
Q2 | $37K | Hold |
500
| – | – | 0.01% | 188 |
|
|
2016
Q1 | $34K | Hold |
500
| – | – | 0.01% | 198 |
|
|
2015
Q4 | $31K | Hold |
500
| – | – | 0.01% | 231 |
|
|
2015
Q3 | $32K | Hold |
500
| – | – | 0.01% | 223 |
|
|
2015
Q2 | $35K | Hold |
500
| – | – | 0.01% | 208 |
|
|
2015
Q1 | $41K | Buy |
500
+100
| +25% | +$8.2K | 0.01% | 196 |
|
|
2014
Q4 | $35K | Sell |
400
-975
| -71% | -$85.3K | 0.01% | 218 |
|
|
2014
Q3 | $113K | Buy |
1,375
+1,075
| +358% | +$88.3K | 0.02% | 161 |
|
|
2014
Q2 | $23K | Buy |
+300
| New | +$23K | 0.01% | 233 |
|