Boston 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 | $1.95M | Sell |
19,987
-125
| -0.6% | -$12.2K | 0.13% | 120 |
|
|
2025
Q1 | $1.77M | Sell |
20,112
-227
| -1% | -$19.9K | 0.13% | 119 |
|
|
2024
Q4 | $1.84M | Sell |
20,339
-503
| -2% | -$45.5K | 0.13% | 115 |
|
|
2024
Q3 | $1.68M | Sell |
20,842
-306
| -1% | -$24.7K | 0.11% | 123 |
|
|
2024
Q2 | $1.43M | Hold |
21,148
| – | – | 0.1% | 127 |
|
|
2024
Q1 | $1.27M | Sell |
21,148
-149
| -0.7% | -$8.96K | 0.09% | 135 |
|
|
2023
Q4 | $1.12M | Hold |
21,297
| – | – | 0.08% | 146 |
|
|
2023
Q3 | $1.14M | Sell |
21,297
-150
| -0.7% | -$7.99K | 0.09% | 139 |
|
|
2023
Q2 | $1.12M | Sell |
21,447
-600
| -3% | -$31.4K | 0.09% | 143 |
|
|
2023
Q1 | $1.08M | Buy |
22,047
+105
| +0.5% | +$5.16K | 0.09% | 146 |
|
|
2022
Q4 | $1.04M | Sell |
21,942
-150
| -0.7% | -$7.09K | 0.09% | 149 |
|
|
2022
Q3 | $956K | Buy |
22,092
+249
| +1% | +$10.8K | 0.09% | 149 |
|
|
2022
Q2 | $885K | Buy |
21,843
+2,184
| +11% | +$88.5K | 0.07% | 156 |
|
|
2022
Q1 | $976K | Buy |
19,659
+150
| +0.8% | +$7.45K | 0.07% | 157 |
|
|
2021
Q4 | $941K | Buy |
19,509
+207
| +1% | +$9.98K | 0.06% | 161 |
|
|
2021
Q3 | $897K | Sell |
19,302
-405
| -2% | -$18.8K | 0.07% | 163 |
|
|
2021
Q2 | $926K | Hold |
19,707
| – | – | 0.07% | 167 |
|
|
2021
Q1 | $946K | Buy |
19,707
+75
| +0.4% | +$3.6K | 0.07% | 164 |
|
|
2020
Q4 | $943K | Buy |
19,632
+255
| +1% | +$12.2K | 0.07% | 163 |
|
|
2020
Q3 | $904K | Sell |
19,377
-51
| -0.3% | -$2.38K | 0.08% | 153 |
|
|
2020
Q2 | $776K | Hold |
19,428
| – | – | 0.08% | 154 |
|
|
2020
Q1 | $736K | Hold |
19,428
| – | – | 0.09% | 150 |
|
|
2019
Q4 | $770K | Sell |
19,428
-300
| -2% | -$11.9K | 0.07% | 159 |
|
|
2019
Q3 | $780K | Sell |
19,728
-45
| -0.2% | -$1.78K | 0.08% | 157 |
|
|
2019
Q2 | $728K | Buy |
19,773
+51
| +0.3% | +$1.88K | 0.08% | 166 |
|
|
2019
Q1 | $641K | Buy |
19,722
+405
| +2% | +$13.2K | 0.07% | 169 |
|
|
2018
Q4 | $600K | Hold |
19,317
| – | – | 0.07% | 166 |
|
|
2018
Q3 | $605K | Hold |
19,317
| – | – | 0.06% | 183 |
|
|
2018
Q2 | $552K | Hold |
19,317
| – | – | 0.06% | 192 |
|
|
2018
Q1 | $573K | Hold |
19,317
| – | – | 0.07% | 183 |
|
|
2017
Q4 | $636K | Hold |
19,317
| – | – | 0.07% | 179 |
|
|
2017
Q3 | $503K | Hold |
19,317
| – | – | 0.06% | 198 |
|
|
2017
Q2 | $487K | Hold |
19,317
| – | – | 0.06% | 193 |
|
|
2017
Q1 | $464K | Hold |
19,317
| – | – | 0.06% | 190 |
|
|
2016
Q4 | $445K | Hold |
19,317
| – | – | 0.06% | 193 |
|
|
2016
Q3 | $464K | Hold |
19,317
| – | – | 0.06% | 189 |
|
|
2016
Q2 | $470K | Hold |
19,317
| – | – | 0.06% | 182 |
|
|
2016
Q1 | $441K | Hold |
19,317
| – | – | 0.06% | 183 |
|
|
2015
Q4 | $395K | Sell |
19,317
-600
| -3% | -$12.3K | 0.05% | 193 |
|
|
2015
Q3 | $430K | Buy |
19,917
+600
| +3% | +$13K | 0.06% | 187 |
|
|
2015
Q2 | $457K | Hold |
19,317
| – | – | 0.06% | 199 |
|
|
2015
Q1 | $530K | Hold |
19,317
| – | – | 0.07% | 196 |
|
|
2014
Q4 | $553K | Hold |
19,317
| – | – | 0.07% | 188 |
|
|
2014
Q3 | $492K | Sell |
19,317
-18
| -0.1% | -$458 | 0.06% | 197 |
|
|
2014
Q2 | $484K | Hold |
19,335
| – | – | 0.06% | 203 |
|
|
2014
Q1 | $493K | Hold |
19,335
| – | – | 0.07% | 196 |
|
|
2013
Q4 | $507K | Buy |
19,335
+108
| +0.6% | +$2.83K | 0.07% | 188 |
|
|
2013
Q3 | $474K | Sell |
19,227
-600
| -3% | -$14.8K | 0.07% | 194 |
|
|
2013
Q2 | $492K | Buy |
+19,827
| New | +$492K | 0.07% | 182 |
|