Carl P. Sherr & Co’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 | $329K | Buy |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $214K | Sell |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q2 | $208K | Buy |
|