Blue Chip Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
24,074
+478
| +2% | +$46.7K | 0.19% | 53 |
|
|
2025
Q1 | $2.07M | Sell |
23,596
-430
| -2% | -$37.7K | 0.18% | 57 |
|
|
2024
Q4 | $2.17M | Sell |
24,026
-298
| -1% | -$26.9K | 0.19% | 60 |
|
|
2024
Q3 | $1.96M | Buy |
24,324
+65
| +0.3% | +$5.25K | 0.17% | 59 |
|
|
2024
Q2 | $1.64M | Sell |
24,259
-2
| -0% | -$135 | 0.15% | 59 |
|
|
2024
Q1 | $1.46M | Sell |
24,261
-6,921
| -22% | -$416K | 0.14% | 63 |
|
|
2023
Q4 | $1.64M | Sell |
31,182
-369
| -1% | -$19.4K | 0.17% | 59 |
|
|
2023
Q3 | $1.68M | Sell |
31,551
-48
| -0.2% | -$2.56K | 0.2% | 50 |
|
|
2023
Q2 | $1.66M | Sell |
31,599
-534
| -2% | -$28K | 0.19% | 59 |
|
|
2023
Q1 | $1.58M | Buy |
32,133
+711
| +2% | +$34.9K | 0.19% | 60 |
|
|
2022
Q4 | $1.49M | Buy |
31,422
+6,276
| +25% | +$297K | 0.18% | 63 |
|
|
2022
Q3 | $1.09M | Buy |
25,146
+441
| +2% | +$19.1K | 0.15% | 62 |
|
|
2022
Q2 | $1M | Buy |
24,705
+240
| +1% | +$9.72K | 0.13% | 71 |
|
|
2022
Q1 | $1.21M | Sell |
24,465
-495
| -2% | -$24.6K | 0.15% | 68 |
|
|
2021
Q4 | $1.2M | Sell |
24,960
-15
| -0.1% | -$724 | 0.15% | 64 |
|
|
2021
Q3 | $1.16M | Buy |
24,975
+93
| +0.4% | +$4.32K | 0.16% | 60 |
|
|
2021
Q2 | $1.17M | Buy |
24,882
+228
| +0.9% | +$10.7K | 0.17% | 60 |
|
|
2021
Q1 | $1.12M | Sell |
24,654
-2,463
| -9% | -$111K | 0.17% | 56 |
|
|
2020
Q4 | $1.3M | Sell |
27,117
-552
| -2% | -$26.5K | 0.2% | 53 |
|
|
2020
Q3 | $1.29M | Buy |
27,669
+1,161
| +4% | +$54.1K | 0.23% | 48 |
|
|
2020
Q2 | $1.06M | Sell |
26,508
-1,890
| -7% | -$75.4K | 0.21% | 54 |
|
|
2020
Q1 | $1.08M | Sell |
28,398
-978
| -3% | -$37.1K | 0.27% | 49 |
|
|
2019
Q4 | $1.16M | Sell |
29,376
-525
| -2% | -$20.8K | 0.22% | 64 |
|
|
2019
Q3 | $1.18M | Buy |
29,901
+1,038
| +4% | +$41.1K | 0.25% | 61 |
|
|
2019
Q2 | $1.06M | Buy |
28,863
+267
| +0.9% | +$9.83K | 0.24% | 63 |
|
|
2019
Q1 | $930K | Sell |
28,596
-2,268
| -7% | -$73.8K | 0.22% | 65 |
|
|
2018
Q4 | $958K | Sell |
30,864
-3,207
| -9% | -$99.5K | 0.24% | 69 |
|
|
2018
Q3 | $1.07M | Sell |
34,071
-453
| -1% | -$14.2K | 0.26% | 61 |
|
|
2018
Q2 | $986K | Sell |
34,524
-3,861
| -10% | -$110K | 0.26% | 67 |
|
|
2018
Q1 | $1.14M | Buy |
38,385
+696
| +2% | +$20.6K | 0.32% | 66 |
|
|
2017
Q4 | $1.24M | Sell |
37,689
-615
| -2% | -$20.3K | 0.37% | 67 |
|
|
2017
Q3 | $998K | Buy |
38,304
+225
| +0.6% | +$5.86K | 0.32% | 67 |
|
|
2017
Q2 | $961K | Buy |
38,079
+1,137
| +3% | +$28.7K | 0.34% | 69 |
|
|
2017
Q1 | $888K | Sell |
36,942
-1,005
| -3% | -$24.2K | 0.34% | 68 |
|
|
2016
Q4 | $874K | Buy |
37,947
+16,242
| +75% | +$374K | 0.34% | 66 |
|
|
2016
Q3 | $522K | Buy |
21,705
+1,398
| +7% | +$33.6K | 0.23% | 77 |
|
|
2016
Q2 | $494K | Buy |
20,307
+6,720
| +49% | +$163K | 0.22% | 72 |
|
|
2016
Q1 | $310K | Buy |
+13,587
| New | +$310K | 0.15% | 84 |
|
|
2015
Q2 | – | Sell |
-5,523
| Closed | -$151K | – | 115 |
|
|
2015
Q1 | $151K | Sell |
5,523
-579
| -9% | -$15.8K | 0.1% | 102 |
|
|
2014
Q4 | $175K | Buy |
+6,102
| New | +$175K | 0.12% | 91 |
|