Family 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 | $1.21M | Buy |
12,398
+7
| +0.1% | +$684 | 0.18% | 87 |
|
|
2025
Q1 | $1.09M | Hold |
12,391
| – | – | 0.18% | 85 |
|
|
2024
Q4 | $1.12M | Sell |
12,391
-500
| -4% | -$45.2K | 0.18% | 84 |
|
|
2024
Q3 | $1.04M | Buy |
12,891
+39
| +0.3% | +$3.15K | 0.17% | 85 |
|
|
2024
Q2 | $870K | Sell |
12,852
-60,776
| -83% | -$4.12M | 0.15% | 79 |
|
|
2024
Q1 | $4.43M | Buy |
73,628
+1,214
| +2% | +$73K | 0.82% | 30 |
|
|
2023
Q4 | $3.81M | Sell |
72,414
-31,305
| -30% | -$1.65M | 0.79% | 28 |
|
|
2023
Q3 | $5.53M | Sell |
103,719
-4,221
| -4% | -$225K | 1.26% | 22 |
|
|
2023
Q2 | $5.66M | Sell |
107,940
-1,728
| -2% | -$90.5K | 1.24% | 22 |
|
|
2023
Q1 | $5.39M | Sell |
109,668
-3,984
| -4% | -$196K | 1.24% | 24 |
|
|
2022
Q4 | $5.37M | Sell |
113,652
-636
| -0.6% | -$30.1K | 1.31% | 20 |
|
|
2022
Q3 | $4.94M | Sell |
114,288
-5,730
| -5% | -$248K | 1.27% | 19 |
|
|
2022
Q2 | $4.86M | Sell |
120,018
-3,957
| -3% | -$160K | 1.31% | 21 |
|
|
2022
Q1 | $6.15M | Sell |
123,975
-747
| -0.6% | -$37.1K | 1.71% | 14 |
|
|
2021
Q4 | $6.02M | Buy |
124,722
+1,995
| +2% | +$96.2K | 1.56% | 15 |
|
|
2021
Q3 | $5.7M | Buy |
122,727
+1,053
| +0.9% | +$48.9K | 1.57% | 19 |
|
|
2021
Q2 | $5.72M | Buy |
121,674
+7,104
| +6% | +$334K | 1.51% | 20 |
|
|
2021
Q1 | $5.19M | Buy |
114,570
+13,158
| +13% | +$596K | 1.63% | 20 |
|
|
2020
Q4 | $4.87M | Buy |
101,412
+6,684
| +7% | +$321K | 1.67% | 16 |
|
|
2020
Q3 | $4.42M | Buy |
94,728
+4,590
| +5% | +$214K | 1.94% | 15 |
|
|
2020
Q2 | $3.6M | Buy |
90,138
+4,266
| +5% | +$170K | 1.46% | 17 |
|
|
2020
Q1 | $3.25M | Sell |
85,872
-3,096
| -3% | -$117K | 1.62% | 15 |
|
|
2019
Q4 | $3.52M | Buy |
88,968
+1,356
| +2% | +$53.7K | 1.22% | 25 |
|
|
2019
Q3 | $3.47M | Sell |
87,612
-165
| -0.2% | -$6.53K | 1.29% | 24 |
|
|
2019
Q2 | $3.23M | Buy |
87,777
+3,543
| +4% | +$130K | 1.27% | 23 |
|
|
2019
Q1 | $2.74M | Buy |
84,234
+14,637
| +21% | +$476K | 1.18% | 27 |
|
|
2018
Q4 | $2.16M | Sell |
69,597
-21,252
| -23% | -$660K | 0.91% | 33 |
|
|
2018
Q3 | $2.84M | Buy |
90,849
+1,332
| +1% | +$41.7K | 1.66% | 25 |
|
|
2018
Q2 | $2.56M | Buy |
89,517
+5,217
| +6% | +$149K | 1.58% | 25 |
|
|
2018
Q1 | $2.5M | Buy |
+84,300
| New | +$2.5M | 1.88% | 24 |
|