Evergreen Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
49,770
+4,400
| +10% | +$430K | 0.15% | 162 |
|
|
2025
Q1 | $3.99M | Buy |
45,370
+1,290
| +3% | +$114K | 0.13% | 176 |
|
|
2024
Q4 | $3.99M | Sell |
44,080
-1,017
| -2% | -$92.1K | 0.13% | 176 |
|
|
2024
Q3 | $3.64M | Buy |
45,097
+541
| +1% | +$43.7K | 0.12% | 187 |
|
|
2024
Q2 | $3.02M | Buy |
44,556
+2,370
| +6% | +$160K | 0.11% | 195 |
|
|
2024
Q1 | $2.55M | Buy |
42,186
+1,323
| +3% | +$79.9K | 0.1% | 208 |
|
|
2023
Q4 | $2.15M | Buy |
40,863
+2,529
| +7% | +$133K | 0.09% | 222 |
|
|
2023
Q3 | $2.04M | Buy |
38,334
+384
| +1% | +$20.5K | 0.09% | 217 |
|
|
2023
Q2 | $1.99M | Buy |
37,950
+1,188
| +3% | +$62.2K | 0.08% | 215 |
|
|
2023
Q1 | $1.81M | Buy |
36,762
+3,705
| +11% | +$183K | 0.08% | 217 |
|
|
2022
Q4 | $1.57M | Buy |
33,057
+4,815
| +17% | +$228K | 0.07% | 237 |
|
|
2022
Q3 | $1.22M | Buy |
28,242
+4,956
| +21% | +$214K | 0.06% | 242 |
|
|
2022
Q2 | $944K | Sell |
23,286
-108
| -0.5% | -$4.38K | 0.05% | 255 |
|
|
2022
Q1 | $1.16M | Buy |
23,394
+3,531
| +18% | +$175K | 0.05% | 268 |
|
|
2021
Q4 | $958K | Sell |
19,863
-1,734
| -8% | -$83.6K | 0.04% | 288 |
|
|
2021
Q3 | $1M | Buy |
21,597
+6,687
| +45% | +$311K | 0.05% | 277 |
|
|
2021
Q2 | $701K | Buy |
14,910
+1,257
| +9% | +$59.1K | 0.03% | 299 |
|
|
2021
Q1 | $618K | Buy |
13,653
+1,842
| +16% | +$83.4K | 0.03% | 299 |
|
|
2020
Q4 | $568K | Buy |
11,811
+2,181
| +23% | +$105K | 0.03% | 273 |
|
|
2020
Q3 | $449K | Buy |
9,630
+1,065
| +12% | +$49.7K | 0.03% | 274 |
|
|
2020
Q2 | $342K | Buy |
8,565
+1,398
| +20% | +$55.8K | 0.03% | 292 |
|
|
2020
Q1 | $271K | Sell |
7,167
-8,931
| -55% | -$338K | 0.03% | 293 |
|
|
2019
Q4 | $638K | Buy |
16,098
+300
| +2% | +$11.9K | 0.05% | 210 |
|
|
2019
Q3 | $625K | Sell |
15,798
-921
| -6% | -$36.4K | 0.06% | 198 |
|
|
2019
Q2 | $616K | Buy |
16,719
+1,977
| +13% | +$72.8K | 0.06% | 202 |
|
|
2019
Q1 | $479K | Sell |
14,742
-1,716
| -10% | -$55.8K | 0.05% | 217 |
|
|
2018
Q4 | $511K | Sell |
16,458
-774
| -4% | -$24K | 0.05% | 204 |
|
|
2018
Q3 | $539K | Buy |
17,232
+969
| +6% | +$30.3K | 0.05% | 214 |
|
|
2018
Q2 | $464K | Sell |
16,263
-4,881
| -23% | -$139K | 0.04% | 225 |
|
|
2018
Q1 | $627K | Buy |
21,144
+13,047
| +161% | +$387K | 0.06% | 189 |
|
|
2017
Q4 | $266K | Buy |
+8,097
| New | +$266K | 0.03% | 203 |
|
|
2015
Q2 | – | Sell |
-22,800
| Closed | -$625K | – | 103 |
|
|
2015
Q1 | $625K | Buy |
+22,800
| New | +$625K | 0.14% | 78 |
|