Fulton Breakefield Broenniman’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $875K | Buy |
|
|||||
|
2025
Q2 | $804K | Sell |
|
|||||
|
2025
Q1 | $725K | Buy |
|
|||||
|
2024
Q4 | $739K | Buy |
|
|||||
|
2024
Q3 | $381K | Hold |
|
|||||
|
2024
Q2 | $320K | Hold |
|
|||||
|
2024
Q1 | $284K | Sell |
|
|||||
|
2023
Q4 | $292K | Sell |
|
|||||
|
2023
Q3 | $326K | Sell |
|
|||||
|
2023
Q2 | $342K | Buy |
|
|||||
|
2023
Q1 | $303K | Sell |
|
|||||
|
2022
Q4 | $311K | Sell |
|
|||||
|
2022
Q3 | $347K | Hold |
|
|||||
|
2022
Q2 | $325K | Sell |
|
|||||
|
2022
Q1 | $418K | Buy |
|
|||||
|
2021
Q4 | $399K | Hold |
|
|||||
|
2021
Q3 | $385K | Buy |
|
|||||
|
2021
Q2 | $333K | Buy |
|
|||||
|
2021
Q1 | $314K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $302K | Buy |
|
|||||
|
2020
Q2 | $258K | Hold |
|
|||||
|
2020
Q1 | $245K | Buy |
|
|||||
|
2019
Q4 | $220K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $2.74M | Buy |
|
|||||
|
2014
Q4 | $2.81M | Buy |
|
|||||
|
2014
Q3 | $2.45M | Buy |
|
|||||
|
2014
Q2 | $2.4M | Buy |
|
|||||
|
2014
Q1 | $2.38M | Buy |
|
|||||
|
2013
Q4 | $2.4M | Buy |
|
|||||
|
2013
Q3 | $2.19M | Buy |
|
|||||
|
2013
Q2 | $2.19M | Buy |
|