BFC
Bedel Financial Consulting’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
25,865
-50
| -0.2% | -$4.89K | 0.35% | 39 |
|
|
2025
Q1 | $2.55M | Buy |
25,915
+102
| +0.4% | +$10.1K | 0.37% | 33 |
|
|
2024
Q4 | $2.64M | Sell |
25,813
-1,010
| -4% | -$103K | 0.37% | 35 |
|
|
2024
Q3 | $2.17M | Buy |
26,823
+969
| +4% | +$78.2K | 0.31% | 41 |
|
|
2024
Q2 | $1.75M | Sell |
25,854
-1,135
| -4% | -$76.9K | 0.26% | 47 |
|
|
2024
Q1 | $1.62M | Buy |
26,989
+18,016
| +201% | +$1.08M | 0.25% | 49 |
|
|
2023
Q4 | $1.41M | Sell |
8,973
-136
| -1% | -$21.4K | 0.26% | 54 |
|
|
2023
Q3 | $1.46M | Buy |
9,109
+5
| +0.1% | +$800 | 0.29% | 43 |
|
|
2023
Q2 | $1.43M | Buy |
9,104
+273
| +3% | +$42.9K | 0.3% | 46 |
|
|
2023
Q1 | $1.3M | Sell |
8,831
-414
| -4% | -$61K | 0.32% | 49 |
|
|
2022
Q4 | $1.31M | Buy |
9,245
+91
| +1% | +$12.9K | 0.33% | 46 |
|
|
2022
Q3 | $1.3M | Buy |
9,154
+420
| +5% | +$59.8K | 0.35% | 42 |
|
|
2022
Q2 | $1.06M | Buy |
8,734
+109
| +1% | +$13.3K | 0.31% | 45 |
|
|
2022
Q1 | $1.28M | Buy |
8,625
+25
| +0.3% | +$3.72K | 0.4% | 33 |
|
|
2021
Q4 | $1.24M | Buy |
8,600
+186
| +2% | +$26.9K | 0.39% | 40 |
|
|
2021
Q3 | $1.17M | Sell |
8,414
-368
| -4% | -$51.3K | 0.4% | 34 |
|
|
2021
Q2 | $1.24M | Buy |
8,782
+681
| +8% | +$96K | 0.43% | 30 |
|
|
2021
Q1 | $1.1M | Buy |
8,101
+1,328
| +20% | +$180K | 0.43% | 30 |
|
|
2020
Q4 | $976K | Buy |
6,773
+30
| +0.4% | +$4.32K | 0.43% | 32 |
|
|
2020
Q3 | $943K | Buy |
6,743
+56
| +0.8% | +$7.83K | 0.47% | 30 |
|
|
2020
Q2 | $801K | Sell |
6,687
-48
| -0.7% | -$5.75K | 0.43% | 33 |
|
|
2020
Q1 | $765K | Sell |
6,735
-29
| -0.4% | -$3.29K | 0.51% | 27 |
|
|
2019
Q4 | $804K | Sell |
6,764
-17
| -0.3% | -$2.02K | 0.46% | 31 |
|
|
2019
Q3 | $805K | Buy |
6,781
+264
| +4% | +$31.3K | 0.48% | 35 |
|
|
2019
Q2 | $720K | Sell |
6,517
-62
| -0.9% | -$6.85K | 0.44% | 37 |
|
|
2019
Q1 | $642K | Buy |
6,579
+106
| +2% | +$10.3K | 0.41% | 41 |
|
|
2018
Q4 | $603K | Buy |
6,473
+25
| +0.4% | +$2.33K | 0.43% | 41 |
|
|
2018
Q3 | $617K | Sell |
6,448
-71
| -1% | -$6.79K | 0.41% | 45 |
|
|
2018
Q2 | $558K | Sell |
6,519
-125
| -2% | -$10.7K | 0.41% | 48 |
|
|
2018
Q1 | $591K | Sell |
6,644
-346
| -5% | -$30.8K | 0.45% | 46 |
|
|
2017
Q4 | $690K | Buy |
+6,990
| New | +$690K | 0.62% | 34 |
|