Biltmore Family Office’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
19,231
-250
| -1% | -$24.4K | 0.32% | 61 |
|
|
2025
Q1 | $1.71M | Buy |
19,481
+140
| +0.7% | +$12.3K | 0.29% | 61 |
|
|
2024
Q4 | $1.75M | Sell |
19,341
-224
| -1% | -$20.3K | 0.29% | 61 |
|
|
2024
Q3 | $1.58M | Buy |
19,565
+2,787
| +17% | +$225K | 0.27% | 66 |
|
|
2024
Q2 | $1.14M | Buy |
16,778
+45
| +0.3% | +$3.05K | 0.21% | 75 |
|
|
2024
Q1 | $1.01M | Sell |
16,733
-1
| -0% | -$60 | 0.2% | 81 |
|
|
2023
Q4 | $883K | Sell |
16,734
-738
| -4% | -$38.9K | 0.18% | 83 |
|
|
2023
Q3 | $931K | Hold |
17,472
| – | – | 0.21% | 71 |
|
|
2023
Q2 | $915K | Buy |
17,472
+738
| +4% | +$38.7K | 0.19% | 71 |
|
|
2023
Q1 | $826K | Sell |
16,734
-5,550
| -25% | -$274K | 0.17% | 85 |
|
|
2022
Q4 | $1.06M | Buy |
22,284
+600
| +3% | +$28.5K | 0.22% | 67 |
|
|
2022
Q3 | $937K | Buy |
21,684
+72
| +0.3% | +$3.11K | 0.21% | 66 |
|
|
2022
Q2 | $876K | Buy |
21,612
+3
| +0% | +$122 | 0.22% | 72 |
|
|
2022
Q1 | $1.08M | Buy |
21,609
+228
| +1% | +$11.4K | 0.23% | 70 |
|
|
2021
Q4 | $1.04M | Sell |
21,381
-540
| -2% | -$26.1K | 0.2% | 79 |
|
|
2021
Q3 | $1.02M | Buy |
21,921
+3
| +0% | +$139 | 0.25% | 66 |
|
|
2021
Q2 | $1.03M | Buy |
21,918
+111
| +0.5% | +$5.22K | 0.29% | 58 |
|
|
2021
Q1 | $991K | Buy |
21,807
+3
| +0% | +$136 | 0.31% | 54 |
|
|
2020
Q4 | $1.05M | Buy |
21,804
+10,800
| +98% | +$521K | 0.32% | 50 |
|
|
2020
Q3 | $513K | Sell |
11,004
-2,775
| -20% | -$129K | 0.29% | 80 |
|
|
2020
Q2 | $550K | Sell |
13,779
-729
| -5% | -$29.1K | 0.33% | 75 |
|
|
2020
Q1 | $552K | Buy |
14,508
+1,530
| +12% | +$58.2K | 0.36% | 72 |
|
|
2019
Q4 | $516K | Buy |
12,978
+3,642
| +39% | +$145K | 0.21% | 92 |
|
|
2019
Q3 | $369K | Buy |
9,336
+306
| +3% | +$12.1K | 0.16% | 114 |
|
|
2019
Q2 | $333K | Hold |
9,030
| – | – | 0.18% | 102 |
|
|
2019
Q1 | $295K | Buy |
9,030
+2,400
| +36% | +$78.4K | 0.15% | 121 |
|
|
2018
Q4 | $207K | Buy |
+6,630
| New | +$207K | 0.12% | 137 |
|
|
2018
Q2 | – | Sell |
-9,675
| Closed | -$289K | – | 157 |
|
|
2018
Q1 | $289K | Hold |
9,675
| – | – | 0.13% | 131 |
|
|
2017
Q4 | $320K | Buy |
+9,675
| New | +$320K | 0.14% | 119 |
|