BMO
Beck Mack & Oliver’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
300,707
-4,919
| -2% | -$481K | 0.56% | 36 |
|
|
2025
Q1 | $26.8M | Sell |
305,626
-7,758
| -2% | -$681K | 0.54% | 40 |
|
|
2024
Q4 | $28.3M | Sell |
313,384
-4,576
| -1% | -$413K | 0.52% | 40 |
|
|
2024
Q3 | $25.7M | Sell |
317,960
-11,152
| -3% | -$901K | 0.5% | 40 |
|
|
2024
Q2 | $22.3M | Sell |
329,112
-1,750
| -0.5% | -$118K | 0.46% | 41 |
|
|
2024
Q1 | $19.9M | Buy |
330,862
+217,548
| +192% | +$13.1M | 0.4% | 44 |
|
|
2023
Q4 | $17.9M | Sell |
113,314
-1,142
| -1% | -$180K | 0.42% | 45 |
|
|
2023
Q3 | $18.3M | Sell |
114,456
-900
| -0.8% | -$144K | 0.48% | 43 |
|
|
2023
Q2 | $18.1M | Sell |
115,356
-2,275
| -2% | -$358K | 0.47% | 44 |
|
|
2023
Q1 | $17.3M | Sell |
117,631
-2,550
| -2% | -$376K | 0.5% | 42 |
|
|
2022
Q4 | $17M | Hold |
120,181
| – | – | 0.5% | 44 |
|
|
2022
Q3 | $15.6M | Sell |
120,181
-600
| -0.5% | -$77.8K | 0.5% | 44 |
|
|
2022
Q2 | $14.7M | Sell |
120,781
-2,213
| -2% | -$269K | 0.44% | 51 |
|
|
2022
Q1 | $18.3M | Sell |
122,994
-1,271
| -1% | -$189K | 0.46% | 45 |
|
|
2021
Q4 | $18M | Sell |
124,265
-200
| -0.2% | -$28.9K | 0.43% | 43 |
|
|
2021
Q3 | $17.3M | Sell |
124,465
-1,625
| -1% | -$226K | 0.45% | 43 |
|
|
2021
Q2 | $17.8M | Sell |
126,090
-2,725
| -2% | -$384K | 0.47% | 44 |
|
|
2021
Q1 | $17.5M | Sell |
128,815
-3,000
| -2% | -$407K | 0.54% | 43 |
|
|
2020
Q4 | $19M | Sell |
131,815
-1,500
| -1% | -$216K | 0.63% | 42 |
|
|
2020
Q3 | $18.7M | Sell |
133,315
-400
| -0.3% | -$56K | 0.69% | 39 |
|
|
2020
Q2 | $16M | Sell |
133,715
-3,027
| -2% | -$363K | 0.6% | 40 |
|
|
2020
Q1 | $15.5M | Sell |
136,742
-3,260
| -2% | -$370K | 0.69% | 38 |
|
|
2019
Q4 | $16.6M | Sell |
140,002
-2,750
| -2% | -$327K | 0.55% | 45 |
|
|
2019
Q3 | $16.9M | Sell |
142,752
-1,350
| -0.9% | -$160K | 0.6% | 43 |
|
|
2019
Q2 | $15.9M | Sell |
144,102
-4,950
| -3% | -$547K | 0.56% | 44 |
|
|
2019
Q1 | $14.5M | Sell |
149,052
-2,482
| -2% | -$242K | 0.52% | 48 |
|
|
2018
Q4 | $14.1M | Sell |
151,534
-8,578
| -5% | -$799K | 0.57% | 46 |
|
|
2018
Q3 | $15M | Sell |
160,112
-4,835
| -3% | -$454K | 0.48% | 48 |
|
|
2018
Q2 | $14.1M | Sell |
164,947
-4,361
| -3% | -$374K | 0.47% | 48 |
|
|
2018
Q1 | $15.1M | Sell |
169,308
-589
| -0.3% | -$52.4K | 0.51% | 47 |
|
|
2017
Q4 | $16.8M | Sell |
169,897
-7,000
| -4% | -$691K | 0.55% | 48 |
|
|
2017
Q3 | $13.8M | Sell |
176,897
-266
| -0.2% | -$20.8K | 0.45% | 52 |
|
|
2017
Q2 | $13.4M | Sell |
177,163
-212
| -0.1% | -$16K | 0.45% | 51 |
|
|
2017
Q1 | $12.8M | Sell |
177,375
-1,100
| -0.6% | -$79.3K | 0.45% | 54 |
|
|
2016
Q4 | $12.3M | Sell |
178,475
-1,200
| -0.7% | -$82.9K | 0.44% | 54 |
|
|
2016
Q3 | $13M | Sell |
179,675
-100
| -0.1% | -$7.21K | 0.47% | 53 |
|
|
2016
Q2 | $13.1M | Sell |
179,775
-324
| -0.2% | -$23.7K | 0.46% | 52 |
|
|
2016
Q1 | $12.3M | Sell |
180,099
-6,352
| -3% | -$435K | 0.43% | 54 |
|
|
2015
Q4 | $11.4M | Sell |
186,451
-9,981
| -5% | -$612K | 0.39% | 54 |
|
|
2015
Q3 | $12.7M | Sell |
196,432
-1,600
| -0.8% | -$104K | 0.39% | 56 |
|
|
2015
Q2 | $14M | Sell |
198,032
-401
| -0.2% | -$28.4K | 0.37% | 55 |
|
|
2015
Q1 | $16.3M | Sell |
198,433
-3,000
| -1% | -$247K | 0.41% | 55 |
|
|
2014
Q4 | $17.3M | Sell |
201,433
-2,652
| -1% | -$228K | 0.42% | 54 |
|
|
2014
Q3 | $15.6M | Sell |
204,085
-1,050
| -0.5% | -$80.3K | 0.37% | 55 |
|
|
2014
Q2 | $15.4M | Sell |
205,135
-899
| -0.4% | -$67.5K | 0.35% | 53 |
|
|
2014
Q1 | $15.7M | Sell |
206,034
-1,783
| -0.9% | -$136K | 0.37% | 53 |
|
|
2013
Q4 | $16.4M | Sell |
207,817
-1,717
| -0.8% | -$135K | 0.4% | 51 |
|
|
2013
Q3 | $15.5M | Sell |
209,534
-1,200
| -0.6% | -$88.8K | 0.41% | 50 |
|
|
2013
Q2 | $15.7M | Buy |
+210,734
| New | +$15.7M | 0.43% | 49 |
|