Douglas Lane & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
22,414
-1,993
| -8% | -$195K | 0.03% | 140 |
|
|
2025
Q1 | $2.14M | Buy |
24,407
+796
| +3% | +$69.9K | 0.03% | 142 |
|
|
2024
Q4 | $2.13M | Buy |
23,611
+856
| +4% | +$77.3K | 0.03% | 142 |
|
|
2024
Q3 | $1.84M | Sell |
22,755
-3,401
| -13% | -$275K | 0.03% | 146 |
|
|
2024
Q2 | $1.77M | Sell |
26,156
-599
| -2% | -$40.6K | 0.03% | 146 |
|
|
2024
Q1 | $1.61M | Sell |
26,755
-80
| -0.3% | -$4.81K | 0.02% | 148 |
|
|
2023
Q4 | $1.41M | Sell |
26,835
-1,314
| -5% | -$69.1K | 0.02% | 150 |
|
|
2023
Q3 | $1.5M | Sell |
28,149
-876
| -3% | -$46.7K | 0.03% | 140 |
|
|
2023
Q2 | $1.52M | Sell |
29,025
-1,011
| -3% | -$53K | 0.02% | 140 |
|
|
2023
Q1 | $1.48M | Sell |
30,036
-621
| -2% | -$30.5K | 0.02% | 144 |
|
|
2022
Q4 | $1.45M | Sell |
30,657
-276
| -0.9% | -$13K | 0.02% | 142 |
|
|
2022
Q3 | $1.34M | Sell |
30,933
-351
| -1% | -$15.2K | 0.02% | 141 |
|
|
2022
Q2 | $1.27M | Buy |
31,284
+1,611
| +5% | +$65.3K | 0.02% | 144 |
|
|
2022
Q1 | $1.47M | Sell |
29,673
-891
| -3% | -$44.2K | 0.02% | 149 |
|
|
2021
Q4 | $1.47M | Sell |
30,564
-2,067
| -6% | -$99.7K | 0.02% | 148 |
|
|
2021
Q3 | $1.52M | Sell |
32,631
-651
| -2% | -$30.2K | 0.02% | 145 |
|
|
2021
Q2 | $1.57M | Sell |
33,282
-111
| -0.3% | -$5.22K | 0.02% | 142 |
|
|
2021
Q1 | $1.51M | Sell |
33,393
-4,668
| -12% | -$211K | 0.02% | 139 |
|
|
2020
Q4 | $1.83M | Sell |
38,061
-639
| -2% | -$30.7K | 0.03% | 130 |
|
|
2020
Q3 | $1.81M | Buy |
38,700
+783
| +2% | +$36.5K | 0.04% | 127 |
|
|
2020
Q2 | $1.51M | Buy |
37,917
+1,314
| +4% | +$52.5K | 0.03% | 129 |
|
|
2020
Q1 | $1.39M | Sell |
36,603
-633
| -2% | -$24K | 0.04% | 129 |
|
|
2019
Q4 | $1.48M | Buy |
37,236
+981
| +3% | +$38.9K | 0.03% | 137 |
|
|
2019
Q3 | $1.43M | Sell |
36,255
-3,471
| -9% | -$137K | 0.03% | 137 |
|
|
2019
Q2 | $1.46M | Buy |
39,726
+6,213
| +19% | +$229K | 0.03% | 139 |
|
|
2019
Q1 | $1.09M | Buy |
33,513
+1,566
| +5% | +$50.9K | 0.02% | 144 |
|
|
2018
Q4 | $992K | Buy |
+31,947
| New | +$992K | 0.02% | 141 |
|