Exeter Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
48,556
-14,177
| -23% | -$1.39M | 2.11% | 13 |
|
|
2025
Q1 | $5.51M | Sell |
62,733
-12,776
| -17% | -$1.12M | 2.47% | 9 |
|
|
2024
Q4 | $6.82M | Sell |
75,509
-2,918
| -4% | -$264K | 3.12% | 6 |
|
|
2024
Q3 | $6.33M | Sell |
78,427
-5,730
| -7% | -$463K | 2.81% | 7 |
|
|
2024
Q2 | $5.7M | Sell |
84,157
-6,382
| -7% | -$432K | 2.72% | 6 |
|
|
2024
Q1 | $5.39M | Buy |
90,539
+272
| +0.3% | +$16.2K | 2.48% | 7 |
|
|
2023
Q4 | $4.79M | Buy |
90,267
+1,491
| +2% | +$79.2K | 2.32% | 9 |
|
|
2023
Q3 | $4.74M | Sell |
88,776
-720
| -0.8% | -$38.5K | 2.51% | 9 |
|
|
2023
Q2 | $4.61M | Buy |
89,496
+69
| +0.1% | +$3.56K | 2.38% | 9 |
|
|
2023
Q1 | $4.49M | Sell |
89,427
-525
| -0.6% | -$26.3K | 2.25% | 11 |
|
|
2022
Q4 | $4.25M | Sell |
89,952
-459
| -0.5% | -$21.7K | 2.21% | 15 |
|
|
2022
Q3 | $3.92M | Buy |
90,411
+411
| +0.5% | +$17.8K | 2.28% | 11 |
|
|
2022
Q2 | $3.65M | Buy |
90,000
+822
| +0.9% | +$33.3K | 2.04% | 16 |
|
|
2022
Q1 | $4.43M | Buy |
89,178
+1,032
| +1% | +$51.2K | 2.4% | 11 |
|
|
2021
Q4 | $4.25M | Buy |
88,146
+573
| +0.7% | +$27.6K | 2.33% | 11 |
|
|
2021
Q3 | $4.07M | Sell |
87,573
-444
| -0.5% | -$20.6K | 2.43% | 11 |
|
|
2021
Q2 | $4.11M | Buy |
88,017
+2,658
| +3% | +$124K | 2.38% | 11 |
|
|
2021
Q1 | $3.87M | Buy |
85,359
+1,257
| +1% | +$56.9K | 2.44% | 12 |
|
|
2020
Q4 | $4.04M | Buy |
84,102
+594
| +0.7% | +$28.5K | 2.8% | 7 |
|
|
2020
Q3 | $3.89M | Sell |
83,508
-207
| -0.2% | -$9.65K | 3.04% | 7 |
|
|
2020
Q2 | $3.34M | Sell |
83,715
-1,356
| -2% | -$54.1K | 2.78% | 10 |
|
|
2020
Q1 | $3.22M | Sell |
85,071
-234
| -0.3% | -$8.86K | 3.03% | 6 |
|
|
2019
Q4 | $3.38M | Sell |
85,305
-8,511
| -9% | -$337K | 2.62% | 11 |
|
|
2019
Q3 | $3.71M | Sell |
93,816
-3,888
| -4% | -$154K | 2.95% | 8 |
|
|
2019
Q2 | $3.6M | Sell |
97,704
-105
| -0.1% | -$3.87K | 3.01% | 7 |
|
|
2019
Q1 | $3.18M | Buy |
97,809
+219
| +0.2% | +$7.12K | 2.75% | 10 |
|
|
2018
Q4 | $3.03M | Hold |
97,590
| – | – | 2.86% | 9 |
|
|
2018
Q3 | $3.06M | Sell |
97,590
-504
| -0.5% | -$15.8K | 2.51% | 13 |
|
|
2018
Q2 | $2.8M | Buy |
98,094
+522
| +0.5% | +$14.9K | 2.47% | 13 |
|
|
2018
Q1 | $2.89M | Buy |
97,572
+2,574
| +3% | +$76.3K | 2.48% | 12 |
|
|
2017
Q4 | $3.13M | Buy |
+94,998
| New | +$3.13M | 2.73% | 11 |
|