Donaldson Capital 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
Q3 | $1.73M | Sell |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $943K | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $565K | Sell |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $612K | Sell |
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|
2020
Q4 | $672K | Buy |
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|
2020
Q3 | $491K | Buy |
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|
2020
Q2 | $374K | Buy |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $281K | Buy |
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|
2019
Q3 | $280K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $190K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Sell |
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|
2016
Q3 | $217K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $226K | Sell |
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|
2014
Q4 | $265K | Buy |
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