Bartlett & Co Wealth Management’s Walmart WMT Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$39.4M	Sell	403,198 -4,050	-1%	-$396K	0.55%	52
2025 Q1	$35.8M	Sell	407,248 -4,999	-1%	-$440K	0.53%	52
2024 Q4	$37.3M	Sell	412,247 -1,395	-0.3%	-$126K	0.54%	52
2024 Q3	$33.4M	Sell	413,642 -4,113	-1%	-$332K	0.48%	55
2024 Q2	$28.3M	Buy	417,755 +6,675	+2%	+$452K	0.43%	56
2024 Q1	$24.8M	Sell	411,080 -5,479	-1%	-$331K	0.38%	59
2023 Q4	$22M	Sell	416,559 -4,062	-1%	-$214K	0.36%	62
2023 Q3	$22.4M	Buy	420,621 +3,663	+0.9%	+$195K	0.4%	59
2023 Q2	$21.8M	Buy	416,958 +1,803	+0.4%	+$94.5K	0.38%	64
2023 Q1	$20.5M	Sell	415,155 -5,427	-1%	-$268K	0.4%	64
2022 Q4	$20M	Buy	420,582 +612	+0.1%	+$29K	0.4%	63
2022 Q3	$18.2M	Sell	419,970 -1,008	-0.2%	-$43.6K	0.39%	67
2022 Q2	$17.1M	Sell	420,978 -12,411	-3%	-$503K	0.35%	69
2022 Q1	$21.6M	Buy	433,389 +9,471	+2%	+$472K	0.38%	68
2021 Q4	$20.5M	Sell	423,918 -5,571	-1%	-$270K	0.35%	70
2021 Q3	$20M	Sell	429,489 -4,440	-1%	-$206K	0.38%	69
2021 Q2	$20.4M	Sell	433,929 -2,400	-0.6%	-$113K	0.39%	68
2021 Q1	$19.8M	Buy	436,329 +7,320	+2%	+$333K	0.4%	67
2020 Q4	$20.7M	Sell	429,009 -1,455	-0.3%	-$70.2K	0.44%	67
2020 Q3	$20.1M	Sell	430,464 -1,665	-0.4%	-$77.7K	0.47%	63
2020 Q2	$17.3M	Sell	432,129 -15,678	-4%	-$626K	0.45%	64
2020 Q1	$17M	Sell	447,807 -10,689	-2%	-$407K	0.52%	59
2019 Q4	$18.2M	Sell	458,496 -9,255	-2%	-$368K	0.45%	65
2019 Q3	$18.5M	Buy	467,751 +450,870	+2,671%	+$17.8M	0.49%	61
2019 Q2	$622K	Sell	16,881 -192	-1%	-$7.07K	0.02%	189
2019 Q1	$558K	Buy	17,073 +648	+4%	+$21.2K	0.02%	195
2018 Q4	$513K	Buy	16,425 +639	+4%	+$20K	0.02%	196
2018 Q3	$494K	Buy	15,786 +726	+5%	+$22.7K	0.02%	206
2018 Q2	$430K	Buy	15,060 +1,593	+12%	+$45.5K	0.02%	210
2018 Q1	$402K	Buy	+13,467	New	+$402K	0.02%	209