Boston Trust Walden’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
14,776
-24
| -0.2% | -$2.35K | 0.01% | 261 |
|
|
2025
Q1 | $1.3M | Hold |
14,800
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $1.34M | Sell |
14,800
-116
| -0.8% | -$10.5K | 0.01% | 269 |
|
|
2024
Q3 | $1.2M | Sell |
14,916
-450
| -3% | -$36.3K | 0.01% | 276 |
|
|
2024
Q2 | $1.04M | Buy |
15,366
+69
| +0.5% | +$4.67K | 0.01% | 276 |
|
|
2024
Q1 | $920K | Buy |
15,297
+354
| +2% | +$21.3K | 0.01% | 280 |
|
|
2023
Q4 | $785K | Sell |
14,943
-687
| -4% | -$36.1K | 0.01% | 289 |
|
|
2023
Q3 | $833K | Hold |
15,630
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $819K | Buy |
15,630
+978
| +7% | +$51.2K | 0.01% | 286 |
|
|
2023
Q1 | $720K | Hold |
14,652
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $693K | Hold |
14,652
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $633K | Hold |
14,652
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $594K | Sell |
14,652
-1,206
| -8% | -$48.9K | 0.01% | 294 |
|
|
2022
Q1 | $787K | Hold |
15,858
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $765K | Buy |
15,858
+825
| +5% | +$39.8K | 0.01% | 301 |
|
|
2021
Q3 | $698K | Buy |
15,033
+231
| +2% | +$10.7K | 0.01% | 303 |
|
|
2021
Q2 | $696K | Buy |
14,802
+1,500
| +11% | +$70.5K | 0.01% | 306 |
|
|
2021
Q1 | $602K | Buy |
13,302
+1,632
| +14% | +$73.9K | 0.01% | 311 |
|
|
2020
Q4 | $561K | Sell |
11,670
-165
| -1% | -$7.93K | 0.01% | 311 |
|
|
2020
Q3 | $552K | Sell |
11,835
-39
| -0.3% | -$1.82K | 0.01% | 308 |
|
|
2020
Q2 | $474K | Hold |
11,874
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $450K | Hold |
11,874
| – | – | 0.01% | 311 |
|
|
2019
Q4 | $470K | Buy |
11,874
+495
| +4% | +$19.6K | 0.01% | 329 |
|
|
2019
Q3 | $450K | Sell |
11,379
-2,370
| -17% | -$93.7K | 0.01% | 331 |
|
|
2019
Q2 | $506K | Buy |
13,749
+78
| +0.6% | +$2.87K | 0.01% | 326 |
|
|
2019
Q1 | $444K | Sell |
13,671
-3,555
| -21% | -$115K | 0.01% | 338 |
|
|
2018
Q4 | $535K | Hold |
17,226
| – | – | 0.01% | 321 |
|
|
2018
Q3 | $539K | Hold |
17,226
| – | – | 0.01% | 330 |
|
|
2018
Q2 | $492K | Sell |
17,226
-2,502
| -13% | -$71.5K | 0.01% | 331 |
|
|
2018
Q1 | $585K | Sell |
19,728
-1,350
| -6% | -$40K | 0.01% | 325 |
|
|
2017
Q4 | $694K | Buy |
21,078
+57
| +0.3% | +$1.88K | 0.01% | 321 |
|
|
2017
Q3 | $548K | Sell |
21,021
-19,050
| -48% | -$497K | 0.01% | 333 |
|
|
2017
Q2 | $1.01M | Sell |
40,071
-22,275
| -36% | -$562K | 0.02% | 297 |
|
|
2017
Q1 | $1.5M | Sell |
62,346
-325,413
| -84% | -$7.82M | 0.02% | 280 |
|
|
2016
Q4 | $8.93M | Sell |
387,759
-2,085
| -0.5% | -$48K | 0.14% | 182 |
|
|
2016
Q3 | $9.37M | Buy |
389,844
+9,105
| +2% | +$219K | 0.15% | 179 |
|
|
2016
Q2 | $9.27M | Buy |
380,739
+7,488
| +2% | +$182K | 0.16% | 175 |
|
|
2016
Q1 | $8.52M | Buy |
373,251
+100,320
| +37% | +$2.29M | 0.15% | 189 |
|
|
2015
Q4 | $5.58M | Sell |
272,931
-377,880
| -58% | -$7.72M | 0.1% | 208 |
|
|
2015
Q3 | $14.1M | Sell |
650,811
-74,907
| -10% | -$1.62M | 0.24% | 163 |
|
|
2015
Q2 | $17.2M | Sell |
725,718
-54,432
| -7% | -$1.29M | 0.26% | 158 |
|
|
2015
Q1 | $21.4M | Buy |
780,150
+194,064
| +33% | +$5.32M | 0.32% | 133 |
|
|
2014
Q4 | $16.8M | Buy |
586,086
+369,315
| +170% | +$10.6M | 0.25% | 157 |
|
|
2014
Q3 | $5.53M | Sell |
216,771
-64,170
| -23% | -$1.64M | 0.09% | 201 |
|
|
2014
Q2 | $7.03M | Sell |
280,941
-21,525
| -7% | -$539K | 0.1% | 187 |
|
|
2014
Q1 | $7.71M | Sell |
302,466
-215,100
| -42% | -$5.48M | 0.11% | 187 |
|
|
2013
Q4 | $13.6M | Sell |
517,566
-104,505
| -17% | -$2.74M | 0.2% | 163 |
|
|
2013
Q3 | $15.3M | Sell |
622,071
-3,045
| -0.5% | -$75.1K | 0.23% | 159 |
|
|
2013
Q2 | $15.5M | Buy |
+625,116
| New | +$15.5M | 0.25% | 153 |
|