D.B. Root & Company’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 | $3.33M | Sell |
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|
2025
Q1 | $3M | Buy |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.43M | Sell |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $935K | Buy |
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|
2018
Q1 | $955K | Buy |
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|
2017
Q4 | $857K | Buy |
|