Beese Fulmer Investment 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 | $2.44M | Buy |
24,941
+1,840
| +8% | +$180K | 0.18% | 95 |
|
|
2025
Q1 | $2.03M | Buy |
23,101
+2,031
| +10% | +$178K | 0.17% | 86 |
|
|
2024
Q4 | $1.9M | Sell |
21,070
-1,360
| -6% | -$123K | 0.16% | 86 |
|
|
2024
Q3 | $1.81M | Buy |
22,430
+490
| +2% | +$39.6K | 0.16% | 91 |
|
|
2024
Q2 | $1.49M | Buy |
21,940
+2,169
| +11% | +$147K | 0.14% | 97 |
|
|
2024
Q1 | $1.19M | Buy |
19,771
+34
| +0.2% | +$2.05K | 0.11% | 115 |
|
|
2023
Q4 | $1.04M | Sell |
19,737
-480
| -2% | -$25.2K | 0.11% | 117 |
|
|
2023
Q3 | $1.08M | Hold |
20,217
| – | – | 0.12% | 112 |
|
|
2023
Q2 | $1.06M | Sell |
20,217
-585
| -3% | -$30.7K | 0.11% | 114 |
|
|
2023
Q1 | $1.02M | Sell |
20,802
-4,737
| -19% | -$233K | 0.12% | 115 |
|
|
2022
Q4 | $1.21M | Buy |
25,539
+198
| +0.8% | +$9.36K | 0.15% | 111 |
|
|
2022
Q3 | $1.1M | Sell |
25,341
-396
| -2% | -$17.1K | 0.15% | 110 |
|
|
2022
Q2 | $1.04M | Sell |
25,737
-300
| -1% | -$12.2K | 0.13% | 113 |
|
|
2022
Q1 | $1.29M | Sell |
26,037
-1,980
| -7% | -$98.3K | 0.14% | 112 |
|
|
2021
Q4 | $1.35M | Buy |
28,017
+321
| +1% | +$15.5K | 0.14% | 110 |
|
|
2021
Q3 | $1.29M | Buy |
27,696
+591
| +2% | +$27.5K | 0.14% | 112 |
|
|
2021
Q2 | $1.27M | Buy |
27,105
+495
| +2% | +$23.3K | 0.14% | 111 |
|
|
2021
Q1 | $1.21M | Buy |
26,610
+2,793
| +12% | +$126K | 0.14% | 112 |
|
|
2020
Q4 | $1.14M | Sell |
23,817
-96
| -0.4% | -$4.61K | 0.15% | 107 |
|
|
2020
Q3 | $1.12M | Sell |
23,913
-3,735
| -14% | -$174K | 0.16% | 104 |
|
|
2020
Q2 | $1.1M | Hold |
27,648
| – | – | 0.16% | 98 |
|
|
2020
Q1 | $1.05M | Sell |
27,648
-1,413
| -5% | -$53.5K | 0.19% | 98 |
|
|
2019
Q4 | $1.15M | Hold |
29,061
| – | – | 0.16% | 109 |
|
|
2019
Q3 | $1.15M | Buy |
29,061
+4,350
| +18% | +$172K | 0.17% | 105 |
|
|
2019
Q2 | $910K | Hold |
24,711
| – | – | 0.17% | 96 |
|
|
2019
Q1 | $803K | Hold |
24,711
| – | – | 0.16% | 98 |
|
|
2018
Q4 | $767K | Buy |
24,711
+1,320
| +6% | +$41K | 0.17% | 97 |
|
|
2018
Q3 | $732K | Buy |
23,391
+150
| +0.6% | +$4.69K | 0.14% | 103 |
|
|
2018
Q2 | $664K | Sell |
23,241
-99
| -0.4% | -$2.83K | 0.14% | 102 |
|
|
2018
Q1 | $692K | Buy |
23,340
+150
| +0.6% | +$4.45K | 0.15% | 103 |
|
|
2017
Q4 | $763K | Hold |
23,190
| – | – | 0.16% | 99 |
|
|
2017
Q3 | $604K | Buy |
23,190
+750
| +3% | +$19.5K | 0.14% | 105 |
|
|
2017
Q2 | $566K | Buy |
22,440
+2,100
| +10% | +$53K | 0.14% | 107 |
|
|
2017
Q1 | $489K | Sell |
20,340
-93
| -0.5% | -$2.24K | 0.12% | 111 |
|
|
2016
Q4 | $471K | Buy |
20,433
+1,983
| +11% | +$45.7K | 0.12% | 109 |
|
|
2016
Q3 | $444K | Buy |
18,450
+498
| +3% | +$12K | 0.12% | 110 |
|
|
2016
Q2 | $437K | Buy |
17,952
+993
| +6% | +$24.2K | 0.12% | 107 |
|
|
2016
Q1 | $385K | Buy |
16,959
+1,350
| +9% | +$30.6K | 0.11% | 113 |
|
|
2015
Q4 | $319K | Sell |
15,609
-2,010
| -11% | -$41.1K | 0.1% | 116 |
|
|
2015
Q3 | $381K | Buy |
17,619
+3,660
| +26% | +$79.1K | 0.13% | 107 |
|
|
2015
Q2 | $330K | Buy |
+13,959
| New | +$330K | 0.11% | 117 |
|
|
2015
Q1 | – | Sell |
-14,571
| Closed | -$417K | – | 152 |
|
|
2014
Q4 | $417K | Buy |
14,571
+525
| +4% | +$15K | 0.13% | 107 |
|
|
2014
Q3 | $358K | Hold |
14,046
| – | – | 0.12% | 116 |
|
|
2014
Q2 | $351K | Hold |
14,046
| – | – | 0.11% | 119 |
|
|
2014
Q1 | $358K | Buy |
14,046
+2,100
| +18% | +$53.5K | 0.12% | 112 |
|
|
2013
Q4 | $313K | Hold |
11,946
| – | – | 0.11% | 118 |
|
|
2013
Q3 | $295K | Buy |
+11,946
| New | +$295K | 0.12% | 116 |
|