First Heartland Consultants’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.03M | Buy |
41,250
+963
| +2% | +$94.2K | 0.36% | 67 |
|
2025
Q1 | $3.54M | Buy |
40,287
+2,758
| +7% | +$242K | 0.37% | 69 |
|
2024
Q4 | $3.39M | Sell |
37,529
-2,221
| -6% | -$201K | 0.35% | 63 |
|
2024
Q3 | $3.21M | Sell |
39,750
-385
| -1% | -$31.1K | 0.35% | 58 |
|
2024
Q2 | $2.72K | Sell |
40,135
-1,323
| -3% | -$90 | 0.19% | 85 |
|
2024
Q1 | $2.5M | Buy |
41,458
+1,717
| +4% | +$103K | 0.26% | 98 |
|
2023
Q4 | $2.09M | Buy |
39,741
+11,232
| +39% | +$590K | 0.25% | 94 |
|
2023
Q3 | $1.52M | Buy |
28,509
+1,200
| +4% | +$64K | 0.19% | 114 |
|
2023
Q2 | $1.43M | Sell |
27,309
-327
| -1% | -$17.1K | 0.19% | 113 |
|
2023
Q1 | $1.36M | Sell |
27,636
-795
| -3% | -$39.1K | 0.2% | 111 |
|
2022
Q4 | $1.34M | Sell |
28,431
-147
| -0.5% | -$6.95K | 0.22% | 106 |
|
2022
Q3 | $1.24K | Buy |
28,578
+1,824
| +7% | +$79 | 0.11% | 108 |
|
2022
Q2 | $1.08M | Buy |
26,754
+1,080
| +4% | +$43.8K | 0.17% | 112 |
|
2022
Q1 | $1.27M | Sell |
25,674
-1,311
| -5% | -$65.1K | 0.2% | 94 |
|
2021
Q4 | $1.3K | Buy |
26,985
+2,355
| +10% | +$114 | 0.05% | 98 |
|
2021
Q3 | $1.14M | Sell |
24,630
-498
| -2% | -$23.1K | 0.17% | 118 |
|
2021
Q2 | $1.18M | Buy |
25,128
+225
| +0.9% | +$10.6K | 0.18% | 121 |
|
2021
Q1 | $1.13M | Buy |
24,903
+534
| +2% | +$24.2K | 0.18% | 117 |
|
2020
Q4 | $1.17M | Sell |
24,369
-2,598
| -10% | -$125K | 0.19% | 96 |
|
2020
Q3 | $1.26M | Sell |
26,967
-1,590
| -6% | -$74.2K | 0.24% | 81 |
|
2020
Q2 | $1.14M | Buy |
28,557
+1,128
| +4% | +$45K | 0.22% | 94 |
|
2020
Q1 | $1.04M | Buy |
27,429
+66
| +0.2% | +$2.5K | 0.27% | 81 |
|
2019
Q4 | $1.08M | Sell |
27,363
-933
| -3% | -$37K | 0.21% | 109 |
|
2019
Q3 | $1.12M | Buy |
28,296
+1,116
| +4% | +$44.1K | 0.24% | 104 |
|
2019
Q2 | $1M | Sell |
27,180
-219
| -0.8% | -$8.07K | 0.24% | 100 |
|
2019
Q1 | $891K | Buy |
27,399
+5,700
| +26% | +$185K | 0.25% | 99 |
|
2018
Q4 | $674K | Sell |
21,699
-3,729
| -15% | -$116K | 0.25% | 97 |
|
2018
Q3 | $796K | Sell |
25,428
-1,512
| -6% | -$47.3K | 0.25% | 91 |
|
2018
Q2 | $769K | Sell |
26,940
-4,710
| -15% | -$134K | 0.27% | 93 |
|
2018
Q1 | $939K | Buy |
31,650
+3,132
| +11% | +$92.9K | 0.28% | 90 |
|
2017
Q4 | $939K | Sell |
28,518
-8,775
| -24% | -$289K | 0.28% | 90 |
|
2017
Q3 | $971K | Sell |
37,293
-345
| -0.9% | -$8.98K | 0.24% | 124 |
|
2017
Q2 | $949K | Sell |
37,638
-1,029
| -3% | -$25.9K | 0.25% | 117 |
|
2017
Q1 | $929K | Buy |
38,667
+966
| +3% | +$23.2K | 0.26% | 112 |
|
2016
Q4 | $869K | Sell |
37,701
-294
| -0.8% | -$6.78K | 0.26% | 106 |
|
2016
Q3 | $913K | Buy |
37,995
+7,653
| +25% | +$184K | 0.27% | 101 |
|
2016
Q2 | $739 | Buy |
30,342
+4,572
| +18% | +$111 | 0.08% | 112 |
|
2016
Q1 | $588K | Buy |
25,770
+2,850
| +12% | +$65K | 0.22% | 121 |
|
2015
Q4 | $468K | Buy |
22,920
+1,542
| +7% | +$31.5K | 0.18% | 142 |
|
2015
Q3 | $462K | Sell |
21,378
-150
| -0.7% | -$3.24K | 0.19% | 143 |
|
2015
Q2 | $509 | Buy |
21,528
+171
| +0.8% | +$4 | 0.14% | 139 |
|
2015
Q1 | $586K | Sell |
21,357
-333
| -2% | -$9.14K | 0.22% | 126 |
|
2014
Q4 | $621K | Buy |
21,690
+69
| +0.3% | +$1.98K | 0.26% | 113 |
|
2014
Q3 | $551K | Buy |
21,621
+1,305
| +6% | +$33.3K | 0.24% | 119 |
|
2014
Q2 | $508K | Sell |
20,316
-138
| -0.7% | -$3.45K | 0.23% | 124 |
|
2014
Q1 | $521K | Buy |
20,454
+1,203
| +6% | +$30.6K | 0.26% | 108 |
|
2013
Q4 | $505K | Sell |
19,251
-561
| -3% | -$14.7K | 0.28% | 103 |
|
2013
Q3 | $486K | Buy |
19,812
+6
| +0% | +$147 | 0.29% | 102 |
|
2013
Q2 | $492K | Buy |
+19,806
| New | +$492K | 0.29% | 98 |
|