CANC
Culbertson A N & Co’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
9,039
+200
| +2% | +$19.6K | 0.14% | 90 |
|
|
2025
Q1 | $776K | Sell |
8,839
-873
| -9% | -$76.6K | 0.12% | 96 |
|
|
2024
Q4 | $877K | Hold |
9,712
| – | – | 0.14% | 93 |
|
|
2024
Q3 | $784K | Hold |
9,712
| – | – | 0.13% | 98 |
|
|
2024
Q2 | $658K | Buy |
9,712
+135
| +1% | +$9.14K | 0.11% | 97 |
|
|
2024
Q1 | $576K | Buy |
9,577
+6,645
| +227% | +$400K | 0.1% | 103 |
|
|
2023
Q4 | $462K | Hold |
2,932
| – | – | 0.09% | 105 |
|
|
2023
Q3 | $469K | Hold |
2,932
| – | – | 0.09% | 103 |
|
|
2023
Q2 | $461K | Sell |
2,932
-100
| -3% | -$15.7K | 0.09% | 102 |
|
|
2023
Q1 | $447K | Sell |
3,032
-91
| -3% | -$13.4K | 0.09% | 102 |
|
|
2022
Q4 | $443K | Sell |
3,123
-245
| -7% | -$34.7K | 0.09% | 100 |
|
|
2022
Q3 | $436K | Sell |
3,368
-1,067
| -24% | -$138K | 0.1% | 99 |
|
|
2022
Q2 | $539K | Buy |
4,435
+48
| +1% | +$5.83K | 0.12% | 97 |
|
|
2022
Q1 | $653K | Buy |
4,387
+140
| +3% | +$20.8K | 0.12% | 96 |
|
|
2021
Q4 | $614K | Buy |
4,247
+315
| +8% | +$45.5K | 0.12% | 97 |
|
|
2021
Q3 | $548K | Buy |
3,932
+1,900
| +94% | +$265K | 0.11% | 97 |
|
|
2021
Q2 | $287K | Hold |
2,032
| – | – | 0.06% | 106 |
|
|
2021
Q1 | $276K | Buy |
2,032
+570
| +39% | +$77.4K | 0.06% | 104 |
|
|
2020
Q4 | $211K | Hold |
1,462
| – | – | 0.05% | 108 |
|
|
2020
Q3 | $205K | Buy |
+1,462
| New | +$205K | 0.05% | 108 |
|
|
2018
Q1 | – | Sell |
-2,235
| Closed | -$221K | – | 107 |
|
|
2017
Q4 | $221K | Buy |
+2,235
| New | +$221K | 0.06% | 101 |
|