Charter Research & Investment Group’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 | $808K | Sell |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $758K | Sell |
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|
2024
Q3 | $679K | Sell |
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|
2024
Q2 | $574K | Hold |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $450K | Hold |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $449K | Hold |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $393K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $319K | Hold |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $270K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $228K | Hold |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $209K | Hold |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $241K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $201K | Hold |
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|
2014
Q4 | $210K | Buy |
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