Brighton Jones LLC’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Sell |
93,514
-538
| -0.6% | -$52.6K | 0.25% | 53 |
|
|
2025
Q1 | $8.26M | Sell |
94,052
-4,098
| -4% | -$360K | 0.26% | 56 |
|
|
2024
Q4 | $8.87M | Buy |
98,150
+21,939
| +29% | +$1.98M | 0.26% | 55 |
|
|
2024
Q3 | $6.15M | Sell |
76,211
-4,050
| -5% | -$327K | 0.23% | 58 |
|
|
2024
Q2 | $5.43M | Buy |
80,261
+5,008
| +7% | +$339K | 0.18% | 69 |
|
|
2024
Q1 | $4.53M | Buy |
75,253
+5,047
| +7% | +$304K | 0.16% | 74 |
|
|
2023
Q4 | $3.69M | Buy |
70,206
+11,406
| +19% | +$599K | 0.16% | 83 |
|
|
2023
Q3 | $3.13M | Buy |
58,800
+513
| +0.9% | +$27.3K | 0.16% | 82 |
|
|
2023
Q2 | $3.05M | Buy |
58,287
+1,704
| +3% | +$89.3K | 0.15% | 87 |
|
|
2023
Q1 | $2.78M | Sell |
56,583
-7,032
| -11% | -$346K | 0.16% | 82 |
|
|
2022
Q4 | $3.01M | Buy |
63,615
+30,276
| +91% | +$1.43M | 0.18% | 74 |
|
|
2022
Q3 | $1.44M | Buy |
33,339
+7,107
| +27% | +$307K | 0.08% | 125 |
|
|
2022
Q2 | $1.06M | Sell |
26,232
-1,128
| -4% | -$45.7K | 0.06% | 158 |
|
|
2022
Q1 | $1.36M | Buy |
27,360
+5,670
| +26% | +$281K | 0.06% | 144 |
|
|
2021
Q4 | $1.05M | Buy |
21,690
+708
| +3% | +$34.1K | 0.05% | 169 |
|
|
2021
Q3 | $975K | Sell |
20,982
-4,038
| -16% | -$188K | 0.05% | 161 |
|
|
2021
Q2 | $1.18M | Sell |
25,020
-1,068
| -4% | -$50.2K | 0.06% | 137 |
|
|
2021
Q1 | $1.18M | Buy |
26,088
+3,327
| +15% | +$151K | 0.07% | 127 |
|
|
2020
Q4 | $1.09M | Buy |
22,761
+564
| +3% | +$27.1K | 0.07% | 121 |
|
|
2020
Q3 | $1.04M | Sell |
22,197
-4,878
| -18% | -$227K | 0.07% | 113 |
|
|
2020
Q2 | $1.08M | Buy |
27,075
+2,640
| +11% | +$105K | 0.09% | 100 |
|
|
2020
Q1 | $925K | Buy |
24,435
+11,745
| +93% | +$445K | 0.1% | 96 |
|
|
2019
Q4 | $503K | Sell |
12,690
-249
| -2% | -$9.87K | 0.05% | 174 |
|
|
2019
Q3 | $512K | Sell |
12,939
-3,087
| -19% | -$122K | 0.06% | 165 |
|
|
2019
Q2 | $590K | Buy |
16,026
+2,472
| +18% | +$91K | 0.07% | 151 |
|
|
2019
Q1 | $441K | Buy |
13,554
+813
| +6% | +$26.5K | 0.05% | 181 |
|
|
2018
Q4 | $396K | Buy |
12,741
+1,557
| +14% | +$48.4K | 0.06% | 170 |
|
|
2018
Q3 | $350K | Sell |
11,184
-534
| -5% | -$16.7K | 0.04% | 184 |
|
|
2018
Q2 | $335K | Sell |
11,718
-21,543
| -65% | -$616K | 0.04% | 218 |
|
|
2018
Q1 | $986K | Sell |
33,261
-5,811
| -15% | -$172K | 0.14% | 91 |
|
|
2017
Q4 | $1.29M | Buy |
39,072
+1,167
| +3% | +$38.4K | 0.16% | 80 |
|
|
2017
Q3 | $987K | Buy |
37,905
+21,675
| +134% | +$564K | 0.13% | 90 |
|
|
2017
Q2 | $409K | Buy |
+16,230
| New | +$409K | 0.06% | 162 |
|
|
2016
Q4 | – | Sell |
-17,889
| Closed | -$430K | – | 210 |
|
|
2016
Q3 | $430K | Buy |
17,889
+2,358
| +15% | +$56.7K | 0.07% | 141 |
|
|
2016
Q2 | $378K | Sell |
15,531
-1,062
| -6% | -$25.8K | 0.07% | 144 |
|
|
2016
Q1 | $379K | Sell |
16,593
-207
| -1% | -$4.73K | 0.07% | 140 |
|
|
2015
Q4 | $343K | Buy |
16,800
+1,272
| +8% | +$26K | 0.07% | 141 |
|
|
2015
Q3 | $336K | Buy |
15,528
+1,470
| +10% | +$31.8K | 0.07% | 132 |
|
|
2015
Q2 | $332K | Sell |
14,058
-522
| -4% | -$12.3K | 0.08% | 127 |
|
|
2015
Q1 | $400K | Buy |
14,580
+2,133
| +17% | +$58.5K | 0.09% | 115 |
|
|
2014
Q4 | $356K | Sell |
12,447
-26,799
| -68% | -$766K | 0.08% | 129 |
|
|
2014
Q3 | $1M | Buy |
39,246
+18,900
| +93% | +$482K | 0.22% | 53 |
|
|
2014
Q2 | $509K | Buy |
20,346
+558
| +3% | +$14K | 0.12% | 96 |
|
|
2014
Q1 | $504K | Sell |
19,788
-5,382
| -21% | -$137K | 0.12% | 91 |
|
|
2013
Q4 | $660K | Buy |
25,170
+399
| +2% | +$10.5K | 0.15% | 71 |
|
|
2013
Q3 | $611K | Buy |
24,771
+6,117
| +33% | +$151K | 0.16% | 65 |
|
|
2013
Q2 | $463K | Buy |
+18,654
| New | +$463K | 0.14% | 64 |
|