EWM
Empirical Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
226,945
+35,143
| +18% | +$3.44M | 0.5% | 36 |
|
|
2025
Q1 | $16.8M | Buy |
191,802
+149,231
| +351% | +$13.1M | 0.43% | 43 |
|
|
2024
Q4 | $3.85M | Buy |
42,571
+3,120
| +8% | +$282K | 0.1% | 131 |
|
|
2024
Q3 | $3.19M | Buy |
39,451
+7,872
| +25% | +$636K | 0.09% | 146 |
|
|
2024
Q2 | $2.14M | Sell |
31,579
-1,211
| -4% | -$82K | 0.06% | 174 |
|
|
2024
Q1 | $1.97M | Buy |
32,790
+24,140
| +279% | +$1.45M | 0.06% | 180 |
|
|
2023
Q4 | $1.36M | Sell |
8,650
-491
| -5% | -$77.4K | 0.05% | 207 |
|
|
2023
Q3 | $1.46M | Buy |
9,141
+1,374
| +18% | +$220K | 0.06% | 184 |
|
|
2023
Q2 | $1.22M | Buy |
7,767
+324
| +4% | +$50.9K | 0.05% | 206 |
|
|
2023
Q1 | $1.1M | Buy |
7,443
+95
| +1% | +$14K | 0.05% | 204 |
|
|
2022
Q4 | $1.04M | Sell |
7,348
-977
| -12% | -$139K | 0.05% | 204 |
|
|
2022
Q3 | $1.08M | Buy |
8,325
+733
| +10% | +$95.1K | 0.06% | 191 |
|
|
2022
Q2 | $923K | Buy |
7,592
+1,869
| +33% | +$227K | 0.05% | 209 |
|
|
2022
Q1 | $852K | Sell |
5,723
-2,159
| -27% | -$321K | 0.04% | 239 |
|
|
2021
Q4 | $1.14M | Buy |
7,882
+10
| +0.1% | +$1.45K | 0.06% | 189 |
|
|
2021
Q3 | $1.1M | Buy |
7,872
+1,207
| +18% | +$168K | 0.06% | 178 |
|
|
2021
Q2 | $940K | Buy |
6,665
+314
| +5% | +$44.3K | 0.06% | 198 |
|
|
2021
Q1 | $863K | Buy |
6,351
+1,237
| +24% | +$168K | 0.07% | 176 |
|
|
2020
Q4 | $737K | Buy |
5,114
+1,195
| +30% | +$172K | 0.06% | 191 |
|
|
2020
Q3 | $548K | Sell |
3,919
-875
| -18% | -$122K | 0.05% | 199 |
|
|
2020
Q2 | $574K | Sell |
4,794
-269
| -5% | -$32.2K | 0.05% | 186 |
|
|
2020
Q1 | $575K | Sell |
5,063
-10
| -0.2% | -$1.14K | 0.06% | 159 |
|
|
2019
Q4 | $603K | Buy |
5,073
+135
| +3% | +$16K | 0.07% | 166 |
|
|
2019
Q3 | $586K | Sell |
4,938
-15
| -0.3% | -$1.78K | 0.07% | 156 |
|
|
2019
Q2 | $547K | Buy |
4,953
+782
| +19% | +$86.4K | 0.07% | 145 |
|
|
2019
Q1 | $407K | Buy |
4,171
+1,844
| +79% | +$180K | 0.06% | 155 |
|
|
2018
Q4 | $217K | Buy |
+2,327
| New | +$217K | 0.04% | 182 |
|