Columbia Asset Management’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 | $876K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $809K | Buy |
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|
2024
Q3 | $693K | Buy |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $449K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $346K | Buy |
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|
2021
Q4 | $486K | Hold |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $880K | Buy |
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|
2020
Q4 | $893K | Buy |
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|
2020
Q3 | $851K | Buy |
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|
2020
Q2 | $689K | Hold |
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|
2020
Q1 | $653K | Hold |
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|
2019
Q4 | $6.83K | Sell |
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|
2019
Q3 | $703K | Hold |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $597K | Buy |
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|
2018
Q4 | $552K | Sell |
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|
2018
Q3 | $561K | Buy |
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|
2018
Q2 | $512K | Sell |
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|
2018
Q1 | $531K | Hold |
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|
2017
Q4 | $590K | Hold |
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|
2017
Q3 | $467K | Buy |
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|
2017
Q2 | $452K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $417K | Hold |
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|
2016
Q3 | $435K | Sell |
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|
2016
Q2 | $509K | Hold |
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|
2016
Q1 | $477K | Buy |
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|
2015
Q4 | $323K | Buy |
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|
2015
Q3 | $327K | Sell |
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|
2015
Q2 | $977K | Buy |
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|
2015
Q1 | $431K | Sell |
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|
2014
Q4 | $518K | Sell |
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|
2014
Q3 | $475K | Sell |
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|
2014
Q2 | $501K | Buy |
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|
2014
Q1 | $510K | Buy |
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|
2013
Q4 | $525K | Buy |
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