Burney Company’s Walmart WMT Stock Holding History

Burney Company’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.9M	Sell	151,898 -57,144	-27%	-$5.59M	0.5%	47
2025 Q1	$18.4M	Sell	209,042 -12,804	-6%	-$1.12M	0.67%	37
2024 Q4	$20M	Buy	221,846 +31,664	+17%	+$2.86M	0.71%	31
2024 Q3	$15.4M	Buy	190,182 +38,326	+25%	+$3.09M	0.55%	42
2024 Q2	$10.3M	Buy	151,856 +12,688	+9%	+$859K	0.39%	70
2024 Q1	$8.37M	Sell	139,168 -3,686	-3%	-$222K	0.32%	81
2023 Q4	$7.51M	Sell	142,854 -3,891	-3%	-$204K	0.32%	81
2023 Q3	$7.82M	Sell	146,745 -2,175	-1%	-$116K	0.37%	69
2023 Q2	$7.8M	Sell	148,920 -3,777	-2%	-$198K	0.36%	73
2023 Q1	$7.51M	Sell	152,697 -5,382	-3%	-$265K	0.37%	70
2022 Q4	$7.47M	Sell	158,079 -7,941	-5%	-$375K	0.38%	67
2022 Q3	$7.18M	Sell	166,020 -354	-0.2%	-$15.3K	0.4%	72
2022 Q2	$6.74M	Sell	166,374 -7,851	-5%	-$318K	0.35%	80
2022 Q1	$8.65M	Sell	174,225 -1,884	-1%	-$93.5K	0.4%	71
2021 Q4	$8.49M	Sell	176,109 -1,224	-0.7%	-$59K	0.37%	81
2021 Q3	$8.24M	Sell	177,333 -2,229	-1%	-$104K	0.39%	74
2021 Q2	$8.44M	Sell	179,562 -5,583	-3%	-$262K	0.39%	75
2021 Q1	$8.38M	Sell	185,145 -6,768	-4%	-$306K	0.41%	71
2020 Q4	$9.22M	Buy	191,913 +645	+0.3%	+$31K	0.51%	58
2020 Q3	$8.92M	Sell	191,268 -18,321	-9%	-$854K	0.55%	43
2020 Q2	$8.37M	Sell	209,589 -75,414	-26%	-$3.01M	0.54%	48
2020 Q1	$10.8M	Sell	285,003 -1,020	-0.4%	-$38.6K	0.83%	29
2019 Q4	$11.3M	Buy	286,023 +66,600	+30%	+$2.64M	0.62%	44
2019 Q3	$8.68M	Buy	219,423 +21,843	+11%	+$864K	0.52%	64
2019 Q2	$7.28M	Buy	197,580 +210	+0.1%	+$7.73K	0.44%	75
2019 Q1	$6.42M	Sell	197,370 -69,600	-26%	-$2.26M	0.4%	80
2018 Q4	$8.29M	Buy	266,970 +6,429	+2%	+$200K	0.58%	47
2018 Q3	$8.16M	Sell	260,541 -32,304	-11%	-$1.01M	0.49%	59
2018 Q2	$8.36M	Buy	292,845 +17,256	+6%	+$493K	0.49%	63
2018 Q1	$8.17M	Buy	275,589 +17,757	+7%	+$527K	0.51%	62
2017 Q4	$8.49M	Buy	257,832 +26,112	+11%	+$860K	0.48%	69
2017 Q3	$6.1M	Sell	231,720 -3,372	-1%	-$88.7K	0.4%	87
2017 Q2	$5.95M	Sell	235,092 -7,290	-3%	-$185K	0.39%	85
2017 Q1	$5.82M	Sell	242,382 -10,815	-4%	-$260K	0.38%	89
2016 Q4	$5.83M	Buy	253,197 +15,195	+6%	+$350K	0.4%	87
2016 Q3	$5.7M	Buy	238,002 +35,211	+17%	+$843K	0.4%	88
2016 Q2	$4.94M	Buy	202,791 +40,860	+25%	+$995K	0.35%	91
2016 Q1	$3.7M	Sell	161,931 -4,293	-3%	-$98K	0.27%	105
2015 Q4	$3.37M	Sell	166,224 -15,954	-9%	-$323K	0.25%	108
2015 Q3	$3.94M	Sell	182,178 -76,179	-29%	-$1.65M	0.3%	98
2015 Q2	$6.11M	Sell	258,357 -3,072	-1%	-$72.6K	0.42%	82
2015 Q1	$7.17M	Buy	261,429 +19,041	+8%	+$522K	0.49%	70
2014 Q4	$6.94M	Buy	242,388 +38,232	+19%	+$1.09M	0.55%	59
2014 Q3	$5.2M	Buy	204,156 +45,120	+28%	+$1.15M	0.45%	79
2014 Q2	$3.98M	Sell	159,036 -1,050	-0.7%	-$26.3K	0.34%	92
2014 Q1	$4.08M	Sell	160,086 -7,410	-4%	-$189K	0.37%	89
2013 Q4	$4.39M	Sell	167,496 -71,142	-30%	-$1.87M	0.43%	78
2013 Q3	$5.88M	Sell	238,638 -11,286	-5%	-$278K	0.66%	49
2013 Q2	$6.21M	Buy	+249,924	New	+$6.21M	0.77%	39