Beese Fulmer Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.08M | Hold |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.1M | Hold |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.15M | Hold |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $910K | Hold |
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|
2019
Q1 | $803K | Hold |
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|
2018
Q4 | $767K | Buy |
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|
2018
Q3 | $732K | Buy |
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|
2018
Q2 | $664K | Sell |
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|
2018
Q1 | $692K | Buy |
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|
2017
Q4 | $763K | Hold |
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|
2017
Q3 | $604K | Buy |
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|
2017
Q2 | $566K | Buy |
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|
2017
Q1 | $489K | Sell |
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|
2016
Q4 | $471K | Buy |
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|
2016
Q3 | $444K | Buy |
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|
2016
Q2 | $437K | Buy |
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|
2016
Q1 | $385K | Buy |
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|
2015
Q4 | $319K | Sell |
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|
2015
Q3 | $381K | Buy |
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|
2015
Q2 | $330K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $417K | Buy |
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|
2014
Q3 | $358K | Hold |
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|
2014
Q2 | $351K | Hold |
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|
2014
Q1 | $358K | Buy |
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|
2013
Q4 | $313K | Hold |
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|
2013
Q3 | $295K | Buy |
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