Capital Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $828K | Hold |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $547K | Hold |
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|
2023
Q2 | $537K | Hold |
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|
2023
Q1 | $504K | Hold |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $488K | Hold |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $390K | Hold |
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|
2020
Q4 | $414K | Hold |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $356K | Hold |
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|
2020
Q1 | $337K | Sell |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $424K | Hold |
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|
2019
Q2 | $394K | Hold |
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|
2019
Q1 | $348K | Buy |
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|
2018
Q4 | $326K | Hold |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $308K | Hold |
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|
2018
Q1 | $320K | Sell |
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|
2017
Q4 | $358K | Sell |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $330K | Hold |
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|
2017
Q1 | $314K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $204K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $537K | Hold |
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|
2013
Q4 | $553K | Buy |
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|
2013
Q3 | $512K | Hold |
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|
2013
Q2 | $516K | Buy |
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