Badgley Phelps Wealth Managers’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Sell |
396,949
-1,620
| -0.4% | -$158K | 0.86% | 30 |
|
|
2025
Q1 | $35.1M | Sell |
398,569
-3,951
| -1% | -$348K | 0.85% | 31 |
|
|
2024
Q4 | $36.4M | Buy |
402,520
+6,912
| +2% | +$626K | 0.85% | 31 |
|
|
2024
Q3 | $31.9M | Buy |
395,608
+10,747
| +3% | +$868K | 0.74% | 35 |
|
|
2024
Q2 | $26.1M | Buy |
384,861
+23,650
| +7% | +$1.6M | 0.64% | 44 |
|
|
2024
Q1 | $21.8M | Sell |
361,211
-6,067
| -2% | -$366K | 0.55% | 58 |
|
|
2023
Q4 | $19.4M | Buy |
367,278
+33,507
| +10% | +$1.77M | 0.53% | 60 |
|
|
2023
Q3 | $17.8M | Buy |
333,771
+7,566
| +2% | +$403K | 0.61% | 58 |
|
|
2023
Q2 | $17.1M | Buy |
326,205
+3,057
| +0.9% | +$160K | 0.56% | 61 |
|
|
2023
Q1 | $15.9M | Buy |
323,148
+4,794
| +2% | +$236K | 0.58% | 59 |
|
|
2022
Q4 | $15M | Buy |
318,354
+2,415
| +0.8% | +$114K | 0.6% | 58 |
|
|
2022
Q3 | $13.7M | Buy |
315,939
+4,920
| +2% | +$213K | 0.59% | 57 |
|
|
2022
Q2 | $12.6M | Buy |
311,019
+108
| +0% | +$4.38K | 0.52% | 67 |
|
|
2022
Q1 | $15.4M | Buy |
310,911
+3,165
| +1% | +$157K | 0.54% | 62 |
|
|
2021
Q4 | $14.8M | Buy |
307,746
+3,525
| +1% | +$170K | 0.48% | 72 |
|
|
2021
Q3 | $14.1M | Buy |
+304,221
| New | +$14.1M | 0.51% | 66 |
|