Caldwell Trust’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
110,623
+61
|
|
||||
|
2025
Q1 | $9.71M | Sell |
110,562
-4,936
|
|
||||
|
2024
Q4 | $10.4M | Sell |
115,498
-5,321
|
|
||||
|
2024
Q3 | $9.76M | Sell |
120,819
-3,500
|
|
||||
|
2024
Q2 | $8.42M | Buy |
124,319
+1,002
|
|
||||
|
2024
Q1 | $7.42M | Sell |
123,317
-1,972
|
|
||||
|
2023
Q4 | $6.58M | Sell |
125,289
-4,758
|
|
||||
|
2023
Q3 | $6.93M | Sell |
130,047
-735
|
|
||||
|
2023
Q2 | $6.85M | Sell |
130,782
-2,592
|
|
||||
|
2023
Q1 | $6.56M | Sell |
133,374
-1,662
|
|
||||
|
2022
Q4 | $6.38M | Buy |
135,036
+144
|
|
||||
|
2022
Q3 | $5.83M | Buy |
134,892
+1,335
|
|
||||
|
2022
Q2 | $5.41M | Sell |
133,557
-114
|
|
||||
|
2022
Q1 | $6.64M | Buy |
133,671
+402
|
|
||||
|
2021
Q4 | $6.43M | Sell |
133,269
-324
|
|
||||
|
2021
Q3 | $6.21M | Buy |
133,593
+4,137
|
|
||||
|
2021
Q2 | $6.09M | Sell |
129,456
-699
|
|
||||
|
2021
Q1 | $5.89M | Buy |
130,155
+4,296
|
|
||||
|
2020
Q4 | $6.05M | Buy |
125,859
+156
|
|
||||
|
2020
Q3 | $5.86M | Sell |
125,703
-2,763
|
|
||||
|
2020
Q2 | $5.13M | Buy |
128,466
+4,719
|
|
||||
|
2020
Q1 | $4.69M | Buy |
123,747
+4,815
|
|
||||
|
2019
Q4 | $4.71M | Buy |
+118,932
|
|