Beaumont Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.27M | Sell |
23,187
-128
| -0.5% | -$12.5K | 1.22% | 17 |
|
2025
Q1 | $2.05M | Sell |
23,315
-2,524
| -10% | -$222K | 1.24% | 16 |
|
2024
Q4 | $2.33M | Sell |
25,839
-699
| -3% | -$63.2K | 1.35% | 16 |
|
2024
Q3 | $2.14M | Buy |
26,538
+916
| +4% | +$74K | 1.25% | 17 |
|
2024
Q2 | $1.73M | Buy |
25,622
+50
| +0.2% | +$3.39K | 1.11% | 19 |
|
2024
Q1 | $1.54M | Buy |
25,572
+597
| +2% | +$35.9K | 1.02% | 18 |
|
2023
Q4 | $1.31M | Buy |
24,975
+27
| +0.1% | +$1.42K | 0.92% | 21 |
|
2023
Q3 | $1.33M | Buy |
24,948
+771
| +3% | +$41.1K | 1.09% | 17 |
|
2023
Q2 | $1.27M | Buy |
24,177
+96
| +0.4% | +$5.03K | 0.96% | 23 |
|
2023
Q1 | $1.18M | Sell |
24,081
-2,076
| -8% | -$102K | 0.87% | 25 |
|
2022
Q4 | $1.24M | Buy |
26,157
+558
| +2% | +$26.4K | 0.91% | 26 |
|
2022
Q3 | $1.11M | Buy |
25,599
+33
| +0.1% | +$1.43K | 0.88% | 24 |
|
2022
Q2 | $1.04M | Buy |
25,566
+138
| +0.5% | +$5.59K | 0.78% | 30 |
|
2022
Q1 | $1.26M | Buy |
25,428
+1,392
| +6% | +$69.1K | 0.85% | 26 |
|
2021
Q4 | $1.16M | Buy |
24,036
+1,485
| +7% | +$71.6K | 0.77% | 25 |
|
2021
Q3 | $1.05M | Sell |
22,551
-126
| -0.6% | -$5.85K | 0.78% | 25 |
|
2021
Q2 | $1.07M | Buy |
22,677
+1,353
| +6% | +$63.6K | 0.82% | 22 |
|
2021
Q1 | $965K | Buy |
21,324
+441
| +2% | +$20K | 0.81% | 24 |
|
2020
Q4 | $1M | Buy |
20,883
+354
| +2% | +$17K | 0.9% | 23 |
|
2020
Q3 | $957K | Sell |
20,529
-330
| -2% | -$15.4K | 0.96% | 23 |
|
2020
Q2 | $832K | Buy |
20,859
+654
| +3% | +$26.1K | 0.87% | 25 |
|
2020
Q1 | $765K | Sell |
20,205
-2,235
| -10% | -$84.6K | 0.92% | 29 |
|
2019
Q4 | $888K | Buy |
+22,440
| New | +$888K | 0.85% | 38 |
|