BEI
Benjamin Edwards Inc’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.4M | Buy |
771,298
+5,956
| +0.8% | +$582K | 0.96% | 11 |
|
|
2025
Q1 | $67.2M | Buy |
765,342
+14,212
| +2% | +$1.25M | 0.94% | 15 |
|
|
2024
Q4 | $67.9M | Buy |
751,130
+15,700
| +2% | +$1.42M | 0.97% | 13 |
|
|
2024
Q3 | $59.4M | Buy |
735,430
+639,921
| +670% | +$51.7M | 0.86% | 16 |
|
|
2024
Q2 | $6.47M | Buy |
95,509
+18,666
| +24% | +$1.26M | 1.24% | 9 |
|
|
2024
Q1 | $4.62M | Buy |
76,843
+51,160
| +199% | +$3.08M | 0.92% | 18 |
|
|
2023
Q4 | $4.05M | Sell |
25,683
-2,183
| -8% | -$344K | 0.88% | 19 |
|
|
2023
Q3 | $4.46M | Buy |
27,866
+4,559
| +20% | +$729K | 1.06% | 15 |
|
|
2023
Q2 | $3.66M | Buy |
23,307
+2,748
| +13% | +$432K | 0.85% | 29 |
|
|
2023
Q1 | $3.03M | Sell |
20,559
-736
| -3% | -$109K | 0.74% | 36 |
|
|
2022
Q4 | $3.02M | Buy |
21,295
+1,956
| +10% | +$277K | 0.79% | 34 |
|
|
2022
Q3 | $2.51M | Sell |
19,339
-970
| -5% | -$126K | 0.75% | 38 |
|
|
2022
Q2 | $2.47M | Buy |
20,309
+3,752
| +23% | +$456K | 0.73% | 40 |
|
|
2022
Q1 | $2.47M | Buy |
16,557
+2,316
| +16% | +$345K | 0.72% | 34 |
|
|
2021
Q4 | $2.06M | Buy |
14,241
+6,513
| +84% | +$942K | 0.67% | 37 |
|
|
2021
Q3 | $1.08M | Buy |
7,728
+495
| +7% | +$69K | 0.66% | 49 |
|
|
2021
Q2 | $1.02M | Buy |
7,233
+322
| +5% | +$45.4K | 0.7% | 49 |
|
|
2021
Q1 | $939K | Sell |
6,911
-432
| -6% | -$58.7K | 0.71% | 49 |
|
|
2020
Q4 | $1.06M | Sell |
7,343
-3,010
| -29% | -$434K | 0.82% | 34 |
|
|
2020
Q3 | $1.45M | Buy |
10,353
+64
| +0.6% | +$8.95K | 1.2% | 16 |
|
|
2020
Q2 | $1.23M | Buy |
10,289
+4,881
| +90% | +$584K | 1.03% | 23 |
|
|
2020
Q1 | $614K | Buy |
5,408
+4,729
| +696% | +$537K | 0.64% | 58 |
|
|
2019
Q4 | $81K | Sell |
679
-81
| -11% | -$9.66K | 0.17% | 108 |
|
|
2019
Q3 | $90K | Buy |
760
+50
| +7% | +$5.92K | 0.19% | 104 |
|
|
2019
Q2 | $78K | Buy |
710
+13
| +2% | +$1.43K | 0.19% | 108 |
|
|
2019
Q1 | $68K | Buy |
+697
| New | +$68K | 0.33% | 100 |
|