Bedell Frazier Investment Counselling’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
4,054
+320
| +9% | +$31.3K | 0.1% | 82 |
|
|
2025
Q1 | $328K | Sell |
3,734
-110
| -3% | -$9.66K | 0.08% | 86 |
|
|
2024
Q4 | $347K | Buy |
3,844
+120
| +3% | +$10.8K | 0.09% | 91 |
|
|
2024
Q3 | $301K | Buy |
3,724
+347
| +10% | +$28K | 0.07% | 89 |
|
|
2024
Q2 | $229K | Buy |
+3,377
| New | +$229K | 0.06% | 91 |
|
|
2016
Q3 | – | Sell |
-243,450
| Closed | -$5.84M | – | 58 |
|
|
2016
Q2 | $5.84M | Sell |
243,450
-225
| -0.1% | -$5.4K | 2.89% | 16 |
|
|
2016
Q1 | $5.56M | Sell |
243,675
-4,275
| -2% | -$97.6K | 2.87% | 16 |
|
|
2015
Q4 | $5.07M | Buy |
+247,950
| New | +$5.07M | 2.51% | 20 |
|