Boston Research & Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
129,461
-1,893
| -1% | -$185K | 3.03% | 3 |
|
|
2025
Q1 | $11.5M | Sell |
131,354
-2,548
| -2% | -$224K | 2.86% | 4 |
|
|
2024
Q4 | $12.1M | Sell |
133,902
-2,849
| -2% | -$257K | 2.97% | 4 |
|
|
2024
Q3 | $11M | Sell |
136,751
-617
| -0.4% | -$49.8K | 2.59% | 4 |
|
|
2024
Q2 | $9.3M | Sell |
137,368
-3,235
| -2% | -$219K | 2.35% | 7 |
|
|
2024
Q1 | $8.46M | Sell |
140,603
-58
| -0% | -$3.49K | 2.09% | 8 |
|
|
2023
Q4 | $7.39M | Buy |
140,661
+1,395
| +1% | +$73.3K | 1.96% | 11 |
|
|
2023
Q3 | $7.42M | Sell |
139,266
-1,581
| -1% | -$84.3K | 2.19% | 8 |
|
|
2023
Q2 | $7.38M | Sell |
140,847
-366
| -0.3% | -$19.2K | 2.09% | 8 |
|
|
2023
Q1 | $6.94M | Buy |
141,213
+1,740
| +1% | +$85.5K | 2.07% | 11 |
|
|
2022
Q4 | $6.59M | Sell |
139,473
-15
| -0% | -$709 | 2.04% | 12 |
|
|
2022
Q3 | $6.03M | Buy |
139,488
+990
| +0.7% | +$42.8K | 2.05% | 10 |
|
|
2022
Q2 | $5.61M | Sell |
138,498
-2,157
| -2% | -$87.4K | 1.82% | 17 |
|
|
2022
Q1 | $6.98M | Sell |
140,655
-1,464
| -1% | -$72.7K | 2.03% | 11 |
|
|
2021
Q4 | $6.85M | Buy |
142,119
+495
| +0.3% | +$23.9K | 1.87% | 17 |
|
|
2021
Q3 | $6.58M | Buy |
141,624
+3,180
| +2% | +$148K | 1.96% | 13 |
|
|
2021
Q2 | $6.51M | Sell |
138,444
-330
| -0.2% | -$15.5K | 1.97% | 15 |
|
|
2021
Q1 | $6.28M | Buy |
138,774
+240
| +0.2% | +$10.9K | 2.02% | 13 |
|
|
2020
Q4 | $6.66M | Sell |
138,534
-720
| -0.5% | -$34.6K | 2.32% | 6 |
|
|
2020
Q3 | $6.49M | Sell |
139,254
-3,741
| -3% | -$174K | 2.54% | 6 |
|
|
2020
Q2 | $5.71M | Sell |
142,995
-540
| -0.4% | -$21.6K | 2.37% | 10 |
|
|
2020
Q1 | $5.44M | Sell |
143,535
-2,178
| -1% | -$82.5K | 2.73% | 4 |
|
|
2019
Q4 | $5.77M | Sell |
145,713
-3,150
| -2% | -$125K | 2.17% | 8 |
|
|
2019
Q3 | $5.89M | Sell |
148,863
-1,335
| -0.9% | -$52.8K | 2.33% | 7 |
|
|
2019
Q2 | $5.53M | Sell |
150,198
-1,170
| -0.8% | -$43.1K | 2.24% | 7 |
|
|
2019
Q1 | $4.92M | Sell |
151,368
-2,745
| -2% | -$89.2K | 2.05% | 12 |
|
|
2018
Q4 | $4.79M | Buy |
154,113
+11,940
| +8% | +$371K | 2.28% | 5 |
|
|
2018
Q3 | $4.45M | Buy |
142,173
+1,065
| +0.8% | +$33.3K | 2.03% | 10 |
|
|
2018
Q2 | $4.03M | Sell |
141,108
-885
| -0.6% | -$25.3K | 1.98% | 12 |
|
|
2018
Q1 | $4.21M | Buy |
141,993
+4,395
| +3% | +$130K | 2.15% | 12 |
|
|
2017
Q4 | $4.53M | Sell |
137,598
-6,513
| -5% | -$214K | 2.27% | 8 |
|
|
2017
Q3 | $3.75M | Buy |
144,111
+315
| +0.2% | +$8.2K | 1.92% | 18 |
|
|
2017
Q2 | $3.63M | Sell |
143,796
-480
| -0.3% | -$12.1K | 1.96% | 16 |
|
|
2017
Q1 | $3.47M | Sell |
144,276
-2,790
| -2% | -$67K | 1.89% | 17 |
|
|
2016
Q4 | $3.39M | Buy |
147,066
+2,265
| +2% | +$52.2K | 1.93% | 13 |
|
|
2016
Q3 | $3.48M | Buy |
144,801
+7,995
| +6% | +$192K | 2.01% | 13 |
|
|
2016
Q2 | $3.33M | Sell |
136,806
-120
| -0.1% | -$2.92K | 2.02% | 10 |
|
|
2016
Q1 | $3.13M | Buy |
136,926
+14,610
| +12% | +$334K | 1.95% | 16 |
|
|
2015
Q4 | $2.5M | Sell |
122,316
-15,111
| -11% | -$309K | 1.55% | 26 |
|
|
2015
Q3 | $2.97M | Buy |
137,427
+10,080
| +8% | +$218K | 1.96% | 12 |
|
|
2015
Q2 | $3.01M | Buy |
127,347
+5,910
| +5% | +$140K | 1.91% | 16 |
|
|
2015
Q1 | $3.33M | Buy |
121,437
+2,535
| +2% | +$69.5K | 2.11% | 10 |
|
|
2014
Q4 | $3.4M | Buy |
118,902
+1,980
| +2% | +$56.7K | 2.13% | 8 |
|
|
2014
Q3 | $2.98M | Buy |
116,922
+7,890
| +7% | +$201K | 2% | 9 |
|
|
2014
Q2 | $2.73M | Buy |
109,032
+4,446
| +4% | +$111K | 1.89% | 14 |
|
|
2014
Q1 | $2.66M | Buy |
104,586
+3,600
| +4% | +$91.7K | 1.96% | 12 |
|
|
2013
Q4 | $2.65M | Buy |
100,986
+6,828
| +7% | +$179K | 2.04% | 10 |
|
|
2013
Q3 | $2.32M | Buy |
94,158
+2,130
| +2% | +$52.5K | 1.96% | 12 |
|
|
2013
Q2 | $2.29M | Buy |
+92,028
| New | +$2.29M | 2.03% | 10 |
|