Ethic Inc’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
122,500
+10,947
| +10% | +$1.06M | 0.21% | 93 |
|
|
2025
Q1 | $9.91M | Buy |
111,553
+16,342
| +17% | +$1.45M | 0.2% | 103 |
|
|
2024
Q4 | $8.6M | Buy |
95,211
+58,206
| +157% | +$5.26M | 0.17% | 121 |
|
|
2024
Q3 | $2.23M | Sell |
37,005
-19,850
| -35% | -$1.19M | 0.06% | 361 |
|
|
2024
Q2 | $3.85M | Buy |
56,855
+19,850
| +54% | +$1.34M | 0.09% | 239 |
|
|
2024
Q1 | $2.23M | Buy |
37,005
+1,377
| +4% | +$82.9K | 0.06% | 361 |
|
|
2023
Q4 | $1.87M | Buy |
35,628
+11,685
| +49% | +$614K | 0.06% | 369 |
|
|
2023
Q3 | $1.28M | Buy |
23,943
+8,823
| +58% | +$470K | 0.04% | 410 |
|
|
2023
Q2 | $792K | Buy |
15,120
+1,779
| +13% | +$93.2K | 0.03% | 511 |
|
|
2023
Q1 | $656K | Buy |
13,341
+123
| +0.9% | +$6.05K | 0.03% | 576 |
|
|
2022
Q4 | $625K | Buy |
13,218
+2,994
| +29% | +$142K | 0.03% | 500 |
|
|
2022
Q3 | $442K | Buy |
10,224
+3,276
| +47% | +$142K | 0.03% | 530 |
|
|
2022
Q2 | $282K | Sell |
6,948
-468
| -6% | -$19K | 0.02% | 637 |
|
|
2022
Q1 | $368K | Buy |
7,416
+1,671
| +29% | +$82.9K | 0.03% | 542 |
|
|
2021
Q4 | $277K | Sell |
5,745
-1,074
| -16% | -$51.8K | 0.02% | 548 |
|
|
2021
Q3 | $317K | Buy |
+6,819
| New | +$317K | 0.03% | 463 |
|