Boston Family Office’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 | $1.95M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.12M | Hold |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $956K | Buy |
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|
2022
Q2 | $885K | Buy |
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|
2022
Q1 | $976K | Buy |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $897K | Sell |
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|
2021
Q2 | $926K | Hold |
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|
2021
Q1 | $946K | Buy |
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|
2020
Q4 | $943K | Buy |
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|
2020
Q3 | $904K | Sell |
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|
2020
Q2 | $776K | Hold |
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|
2020
Q1 | $736K | Hold |
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|
2019
Q4 | $770K | Sell |
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|
2019
Q3 | $780K | Sell |
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|
2019
Q2 | $728K | Buy |
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|
2019
Q1 | $641K | Buy |
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|
2018
Q4 | $600K | Hold |
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|
2018
Q3 | $605K | Hold |
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|
2018
Q2 | $552K | Hold |
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|
2018
Q1 | $573K | Hold |
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|
2017
Q4 | $636K | Hold |
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|
2017
Q3 | $503K | Hold |
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|
2017
Q2 | $487K | Hold |
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|
2017
Q1 | $464K | Hold |
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|
2016
Q4 | $445K | Hold |
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|
2016
Q3 | $464K | Hold |
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|
2016
Q2 | $470K | Hold |
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|
2016
Q1 | $441K | Hold |
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|
2015
Q4 | $395K | Sell |
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|
2015
Q3 | $430K | Buy |
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|
2015
Q2 | $457K | Hold |
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|
2015
Q1 | $530K | Hold |
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|
2014
Q4 | $553K | Hold |
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|
2014
Q3 | $492K | Sell |
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|
2014
Q2 | $484K | Hold |
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|
2014
Q1 | $493K | Hold |
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|
2013
Q4 | $507K | Buy |
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|
2013
Q3 | $474K | Sell |
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|
2013
Q2 | $492K | Buy |
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