Bridges Investment 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 | $8.48M | Sell |
86,770
-298
| -0.3% | -$29.1K | 0.11% | 94 |
|
|
2025
Q1 | $7.64M | Sell |
87,068
-5,321
| -6% | -$467K | 0.11% | 96 |
|
|
2024
Q4 | $8.35M | Buy |
92,389
+9,162
| +11% | +$828K | 0.12% | 94 |
|
|
2024
Q3 | $6.72M | Buy |
83,227
+560
| +0.7% | +$45.2K | 0.09% | 100 |
|
|
2024
Q2 | $5.6M | Buy |
82,667
+25,316
| +44% | +$1.71M | 0.09% | 98 |
|
|
2024
Q1 | $3.45M | Sell |
57,351
-7,944
| -12% | -$478K | 0.11% | 84 |
|
|
2023
Q4 | $3.43M | Buy |
65,295
+6,999
| +12% | +$368K | 0.11% | 86 |
|
|
2023
Q3 | $3.11M | Sell |
58,296
-873
| -1% | -$46.5K | 0.11% | 87 |
|
|
2023
Q2 | $3.1M | Sell |
59,169
-22,950
| -28% | -$1.2M | 0.1% | 89 |
|
|
2023
Q1 | $4.04M | Sell |
82,119
-750
| -0.9% | -$36.9K | 0.14% | 79 |
|
|
2022
Q4 | $3.92M | Sell |
82,869
-1,125
| -1% | -$53.2K | 0.14% | 84 |
|
|
2022
Q3 | $3.63M | Sell |
83,994
-1,575
| -2% | -$68.1K | 0.14% | 84 |
|
|
2022
Q2 | $3.47M | Sell |
85,569
-5,583
| -6% | -$226K | 0.13% | 86 |
|
|
2022
Q1 | $4.53M | Sell |
91,152
-2,628
| -3% | -$130K | 0.14% | 84 |
|
|
2021
Q4 | $4.52M | Sell |
93,780
-450
| -0.5% | -$21.7K | 0.13% | 89 |
|
|
2021
Q3 | $4.38M | Sell |
94,230
-9,600
| -9% | -$446K | 0.14% | 87 |
|
|
2021
Q2 | $4.88M | Sell |
103,830
-8,637
| -8% | -$406K | 0.15% | 86 |
|
|
2021
Q1 | $5.09M | Sell |
112,467
-2,358
| -2% | -$107K | 0.15% | 83 |
|
|
2020
Q4 | $5.52M | Sell |
114,825
-3,000
| -3% | -$144K | 0.17% | 81 |
|
|
2020
Q3 | $5.5M | Sell |
117,825
-285
| -0.2% | -$13.3K | 0.19% | 78 |
|
|
2020
Q2 | $4.72M | Sell |
118,110
-8,550
| -7% | -$341K | 0.17% | 84 |
|
|
2020
Q1 | $4.8M | Sell |
126,660
-10,878
| -8% | -$412K | 0.22% | 80 |
|
|
2019
Q4 | $5.45M | Buy |
137,538
+120
| +0.1% | +$4.75K | 0.2% | 86 |
|
|
2019
Q3 | $5.44M | Sell |
137,418
-2,241
| -2% | -$88.7K | 0.21% | 85 |
|
|
2019
Q2 | $5.14M | Sell |
139,659
-708
| -0.5% | -$26.1K | 0.2% | 87 |
|
|
2019
Q1 | $4.56M | Sell |
140,367
-3,822
| -3% | -$124K | 0.19% | 92 |
|
|
2018
Q4 | $4.48M | Buy |
144,189
+6,312
| +5% | +$196K | 0.21% | 88 |
|
|
2018
Q3 | $4.32M | Sell |
137,877
-2,490
| -2% | -$77.9K | 0.21% | 90 |
|
|
2018
Q2 | $4.01M | Buy |
140,367
+825
| +0.6% | +$23.6K | 0.18% | 99 |
|
|
2018
Q1 | $4.14M | Buy |
139,542
+19,362
| +16% | +$574K | 0.19% | 95 |
|
|
2017
Q4 | $3.96M | Buy |
120,180
+15,195
| +14% | +$500K | 0.32% | 69 |
|
|
2017
Q3 | $2.74M | Buy |
104,985
+20,409
| +24% | +$532K | 0.26% | 71 |
|
|
2017
Q2 | $2.13M | Buy |
84,576
+2,379
| +3% | +$60K | 0.29% | 68 |
|
|
2017
Q1 | $1.98M | Sell |
82,197
-17,436
| -18% | -$419K | 0.27% | 68 |
|
|
2016
Q4 | $2.3M | Sell |
99,633
-1,227
| -1% | -$28.3K | 0.33% | 63 |
|
|
2016
Q3 | $2.43M | Sell |
100,860
-14,301
| -12% | -$344K | 0.4% | 60 |
|
|
2016
Q2 | $2.8M | Sell |
115,161
-930
| -0.8% | -$22.6K | 0.48% | 59 |
|
|
2016
Q1 | $2.65M | Sell |
116,091
-6,882
| -6% | -$157K | 0.48% | 54 |
|
|
2015
Q4 | $2.51M | Buy |
122,973
+14,148
| +13% | +$289K | 0.45% | 54 |
|
|
2015
Q3 | $2.57M | Hold |
108,825
| – | – | 0.45% | 55 |
|
|
2015
Q2 | $2.57M | Buy |
108,825
+7,170
| +7% | +$170K | 0.45% | 55 |
|
|
2015
Q1 | $2.79M | Buy |
101,655
+660
| +0.7% | +$18.1K | 0.49% | 48 |
|
|
2014
Q4 | $2.89M | Buy |
100,995
+3,744
| +4% | +$107K | 0.51% | 43 |
|
|
2014
Q3 | $2.48M | Buy |
97,251
+6,996
| +8% | +$178K | 0.46% | 48 |
|
|
2014
Q2 | $2.26M | Buy |
90,255
+3,219
| +4% | +$80.6K | 0.43% | 51 |
|
|
2014
Q1 | $2.22M | Buy |
87,036
+16,440
| +23% | +$419K | 0.46% | 47 |
|
|
2013
Q4 | $1.85M | Sell |
70,596
-2,004
| -3% | -$52.6K | 0.42% | 51 |
|
|
2013
Q3 | $1.79M | Buy |
72,600
+4,863
| +7% | +$120K | 0.44% | 50 |
|
|
2013
Q2 | $1.68M | Buy |
+67,737
| New | +$1.68M | 0.44% | 53 |
|