Gemmer Asset Management’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 | $800K | Buy |
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|
2025
Q2 | $729K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $383K | Buy |
|
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $381K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $322K | Sell |
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|
2019
Q4 | $349K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $290K | Buy |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $265K | Buy |
|
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|
2018
Q2 | $241K | Sell |
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|
2018
Q1 | $265K | Buy |
|
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|
2017
Q4 | $293K | Hold |
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|
2017
Q3 | $232K | Buy |
|
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|
2017
Q2 | $224K | Buy |
|
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q3 | $210K | Buy |
|
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|
2016
Q2 | $212K | Buy |
|
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|
2016
Q1 | $198K | Sell |
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|
2015
Q4 | $201K | Buy |
|
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|
2015
Q3 | $186K | Buy |
|
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|
2015
Q2 | $203K | Sell |
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|
2015
Q1 | $236K | Buy |
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|
2014
Q4 | $247K | Buy |
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|
2014
Q3 | $220K | Buy |
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|
2014
Q2 | $215K | Buy |
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|
2014
Q1 | $218K | Buy |
|