First Business Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Hold |
8,610
| – | – | 0.08% | 90 |
|
|
2025
Q1 | $756K | Buy |
8,610
+554
| +7% | +$48.6K | 0.07% | 97 |
|
|
2024
Q4 | $728K | Hold |
8,056
| – | – | 0.07% | 98 |
|
|
2024
Q3 | $651K | Hold |
8,056
| – | – | 0.07% | 99 |
|
|
2024
Q2 | $545K | Buy |
8,056
+178
| +2% | +$12.1K | 0.06% | 103 |
|
|
2024
Q1 | $474K | Hold |
7,878
| – | – | 0.05% | 111 |
|
|
2023
Q4 | $414K | Sell |
7,878
-42
| -0.5% | -$2.21K | 0.05% | 115 |
|
|
2023
Q3 | $422K | Buy |
7,920
+597
| +8% | +$31.8K | 0.05% | 115 |
|
|
2023
Q2 | $384K | Buy |
7,323
+57
| +0.8% | +$2.99K | 0.05% | 120 |
|
|
2023
Q1 | $357K | Buy |
7,266
+255
| +4% | +$12.5K | 0.04% | 121 |
|
|
2022
Q4 | $331K | Hold |
7,011
| – | – | 0.04% | 123 |
|
|
2022
Q3 | $303K | Hold |
7,011
| – | – | 0.04% | 129 |
|
|
2022
Q2 | $284K | Sell |
7,011
-108
| -2% | -$4.38K | 0.04% | 133 |
|
|
2022
Q1 | $353K | Hold |
7,119
| – | – | 0.04% | 125 |
|
|
2021
Q4 | $343K | Buy |
7,119
+600
| +9% | +$28.9K | 0.04% | 126 |
|
|
2021
Q3 | $303K | Buy |
6,519
+18
| +0.3% | +$837 | 0.03% | 131 |
|
|
2021
Q2 | $306K | Hold |
6,501
| – | – | 0.04% | 130 |
|
|
2021
Q1 | $294K | Buy |
6,501
+201
| +3% | +$9.09K | 0.04% | 118 |
|
|
2020
Q4 | $303K | Hold |
6,300
| – | – | 0.04% | 110 |
|
|
2020
Q3 | $294K | Hold |
6,300
| – | – | 0.05% | 104 |
|
|
2020
Q2 | $252K | Hold |
6,300
| – | – | 0.05% | 110 |
|
|
2020
Q1 | $239K | Sell |
6,300
-426
| -6% | -$16.2K | 0.05% | 103 |
|
|
2019
Q4 | $266K | Hold |
6,726
| – | – | 0.04% | 111 |
|
|
2019
Q3 | $266K | Hold |
6,726
| – | – | 0.05% | 102 |
|
|
2019
Q2 | $248K | Sell |
6,726
-249
| -4% | -$9.18K | 0.04% | 108 |
|
|
2019
Q1 | $227K | Hold |
6,975
| – | – | 0.04% | 103 |
|
|
2018
Q4 | $217K | Buy |
+6,975
| New | +$217K | 0.04% | 138 |
|