Godshalk Welsh Capital 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 | $1.24M | Sell |
12,645
-425
| -3% | -$41.6K | 0.76% | 40 |
|
|
2025
Q1 | $1.15M | Sell |
13,070
-150
| -1% | -$13.2K | 0.75% | 47 |
|
|
2024
Q4 | $1.19M | Sell |
13,220
-50
| -0.4% | -$4.52K | 0.77% | 42 |
|
|
2024
Q3 | $1.07M | Sell |
13,270
-100
| -0.7% | -$8.08K | 0.68% | 48 |
|
|
2024
Q2 | $905K | Sell |
13,370
-100
| -0.7% | -$6.77K | 0.6% | 54 |
|
|
2024
Q1 | $810K | Buy |
13,470
+300
| +2% | +$18.1K | 0.54% | 58 |
|
|
2023
Q4 | $692K | Hold |
13,170
| – | – | 0.5% | 64 |
|
|
2023
Q3 | $702K | Buy |
13,170
+150
| +1% | +$8K | 0.53% | 63 |
|
|
2023
Q2 | $682K | Buy |
13,020
+45
| +0.3% | +$2.36K | 0.47% | 69 |
|
|
2023
Q1 | $638K | Hold |
12,975
| – | – | 0.45% | 73 |
|
|
2022
Q4 | $613K | Sell |
12,975
-417
| -3% | -$19.7K | 0.45% | 74 |
|
|
2022
Q3 | $579K | Buy |
13,392
+567
| +4% | +$24.5K | 0.43% | 71 |
|
|
2022
Q2 | $520K | Hold |
12,825
| – | – | 0.37% | 77 |
|
|
2022
Q1 | $637K | Hold |
12,825
| – | – | 0.39% | 75 |
|
|
2021
Q4 | $619K | Hold |
12,825
| – | – | 0.35% | 79 |
|
|
2021
Q3 | $596K | Hold |
12,825
| – | – | 0.37% | 77 |
|
|
2021
Q2 | $604K | Hold |
12,825
| – | – | 0.37% | 73 |
|
|
2021
Q1 | $581K | Sell |
12,825
-375
| -3% | -$17K | 0.4% | 73 |
|
|
2020
Q4 | $634K | Sell |
13,200
-75
| -0.6% | -$3.6K | 0.47% | 69 |
|
|
2020
Q3 | $619K | Sell |
13,275
-45
| -0.3% | -$2.1K | 0.52% | 66 |
|
|
2020
Q2 | $532K | Hold |
13,320
| – | – | 0.5% | 69 |
|
|
2020
Q1 | $504K | Hold |
13,320
| – | – | 0.55% | 66 |
|
|
2019
Q4 | $528K | Hold |
13,320
| – | – | 0.44% | 76 |
|
|
2019
Q3 | $527K | Buy |
13,320
+180
| +1% | +$7.12K | 0.47% | 75 |
|
|
2019
Q2 | $484K | Hold |
13,140
| – | – | 0.45% | 75 |
|
|
2019
Q1 | $427K | Sell |
13,140
-81
| -0.6% | -$2.63K | 0.41% | 79 |
|
|
2018
Q4 | $411K | Buy |
13,221
+681
| +5% | +$21.2K | 0.46% | 76 |
|
|
2018
Q3 | $393K | Hold |
12,540
| – | – | 0.38% | 84 |
|
|
2018
Q2 | $358K | Hold |
12,540
| – | – | 0.37% | 84 |
|
|
2018
Q1 | $372K | Hold |
12,540
| – | – | 0.4% | 85 |
|
|
2017
Q4 | $413K | Hold |
12,540
| – | – | 0.42% | 82 |
|
|
2017
Q3 | $327K | Sell |
12,540
-2,550
| -17% | -$66.5K | 0.33% | 97 |
|
|
2017
Q2 | $381K | Buy |
15,090
+450
| +3% | +$11.4K | 0.38% | 91 |
|
|
2017
Q1 | $352K | Hold |
14,640
| – | – | 0.35% | 100 |
|
|
2016
Q4 | $337K | Sell |
14,640
-300
| -2% | -$6.91K | 0.34% | 96 |
|
|
2016
Q3 | $359K | Sell |
14,940
-750
| -5% | -$18K | 0.37% | 95 |
|
|
2016
Q2 | $382K | Hold |
15,690
| – | – | 0.4% | 92 |
|
|
2016
Q1 | $358K | Hold |
15,690
| – | – | 0.37% | 97 |
|
|
2015
Q4 | $321K | Buy |
15,690
+540
| +4% | +$11K | 0.33% | 103 |
|
|
2015
Q3 | $327K | Sell |
15,150
-300
| -2% | -$6.48K | 0.36% | 102 |
|
|
2015
Q2 | $365K | Sell |
15,450
-900
| -6% | -$21.3K | 0.37% | 97 |
|
|
2015
Q1 | $448K | Sell |
16,350
-2,250
| -12% | -$61.7K | 0.46% | 84 |
|
|
2014
Q4 | $532K | Buy |
+18,600
| New | +$532K | 0.48% | 72 |
|