Buffington Mohr McNeal’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $376K | Sell |
4,284
-10,688
| -71% | -$938K | 0.07% | 78 |
|
|
2024
Q4 | $1.35M | Sell |
14,972
-56
| -0.4% | -$5.06K | 0.22% | 58 |
|
|
2024
Q3 | $1.21M | Buy |
15,028
+1,396
| +10% | +$113K | 0.2% | 62 |
|
|
2024
Q2 | $923K | Sell |
13,632
-5,286
| -28% | -$358K | 0.16% | 71 |
|
|
2024
Q1 | $1.14M | Sell |
18,918
-618
| -3% | -$37.2K | 0.21% | 62 |
|
|
2023
Q4 | $1.03M | Hold |
19,536
| – | – | 0.21% | 66 |
|
|
2023
Q3 | $1.04M | Buy |
19,536
+13,194
| +208% | +$703K | 0.24% | 66 |
|
|
2023
Q2 | $332K | Sell |
6,342
-120
| -2% | -$6.29K | 0.07% | 104 |
|
|
2023
Q1 | $318K | Hold |
6,462
| – | – | 0.07% | 106 |
|
|
2022
Q4 | $305K | Sell |
6,462
-420
| -6% | -$19.9K | 0.07% | 107 |
|
|
2022
Q3 | $298K | Sell |
6,882
-1,095
| -14% | -$47.4K | 0.07% | 107 |
|
|
2022
Q2 | $323K | Sell |
7,977
-783
| -9% | -$31.7K | 0.07% | 106 |
|
|
2022
Q1 | $435K | Buy |
8,760
+78
| +0.9% | +$3.87K | 0.08% | 98 |
|
|
2021
Q4 | $419K | Sell |
8,682
-3,150
| -27% | -$152K | 0.07% | 107 |
|
|
2021
Q3 | $550K | Buy |
11,832
+435
| +4% | +$20.2K | 0.11% | 91 |
|
|
2021
Q2 | $536K | Hold |
11,397
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $516K | Buy |
11,397
+423
| +4% | +$19.2K | 0.11% | 95 |
|
|
2020
Q4 | $527K | Buy |
10,974
+4,020
| +58% | +$193K | 0.12% | 87 |
|
|
2020
Q3 | $324K | Hold |
6,954
| – | – | 0.09% | 101 |
|
|
2020
Q2 | $278K | Buy |
6,954
+135
| +2% | +$5.4K | 0.08% | 105 |
|
|
2020
Q1 | $258K | Buy |
+6,819
| New | +$258K | 0.09% | 101 |
|
|
2019
Q2 | – | Sell |
-489
| Closed | -$16K | – | 333 |
|
|
2019
Q1 | $16K | Buy |
+489
| New | +$16K | 0.01% | 241 |
|