Exchange Bank’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
31,071
-5,211
| -14% | -$510K | 2.4% | 11 |
|
|
2025
Q1 | $3.19M | Sell |
36,282
-158
| -0.4% | -$13.9K | 2.57% | 10 |
|
|
2024
Q4 | $3.29M | Buy |
36,440
+63
| +0.2% | +$5.69K | 2.65% | 10 |
|
|
2024
Q3 | $2.94M | Hold |
36,377
| – | – | 2.4% | 12 |
|
|
2024
Q2 | $2.46M | Sell |
36,377
-487
| -1% | -$33K | 2.09% | 13 |
|
|
2024
Q1 | $2.22M | Hold |
36,864
| – | – | 1.82% | 14 |
|
|
2023
Q4 | $1.94M | Sell |
36,864
-543
| -1% | -$28.5K | 1.68% | 14 |
|
|
2023
Q3 | $1.99M | Sell |
37,407
-675
| -2% | -$36K | 1.91% | 12 |
|
|
2023
Q2 | $2M | Buy |
+38,082
| New | +$2M | 1.93% | 11 |
|