Goepper Burkhardt’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
5,501
+267
| +5% | +$26.1K | 0.2% | 57 |
|
|
2025
Q1 | $459K | Hold |
5,234
| – | – | 0.18% | 63 |
|
|
2024
Q4 | $473K | Sell |
5,234
-25
| -0.5% | -$2.26K | 0.19% | 52 |
|
|
2024
Q3 | $425K | Sell |
5,259
-45
| -0.8% | -$3.63K | 0.18% | 56 |
|
|
2024
Q2 | $359K | Sell |
5,304
-150
| -3% | -$10.2K | 0.16% | 60 |
|
|
2024
Q1 | $330K | Buy |
5,454
+762
| +16% | +$46.1K | 0.15% | 61 |
|
|
2023
Q4 | $265K | Sell |
4,692
-1,023
| -18% | -$57.7K | 0.13% | 63 |
|
|
2023
Q3 | $305K | Hold |
5,715
| – | – | 0.19% | 50 |
|
|
2023
Q2 | $299K | Buy |
5,715
+30
| +0.5% | +$1.57K | 0.18% | 53 |
|
|
2023
Q1 | $279K | Sell |
5,685
-1,500
| -21% | -$73.7K | 0.18% | 54 |
|
|
2022
Q4 | $340K | Buy |
7,185
+1,500
| +26% | +$70.9K | 0.24% | 40 |
|
|
2022
Q3 | $246K | Hold |
5,685
| – | – | 0.18% | 51 |
|
|
2022
Q2 | $230K | Sell |
5,685
-204
| -3% | -$8.25K | 0.16% | 60 |
|
|
2022
Q1 | $292K | Buy |
5,889
+129
| +2% | +$6.4K | 0.18% | 54 |
|
|
2021
Q4 | $278K | Hold |
5,760
| – | – | 0.17% | 55 |
|
|
2021
Q3 | $268K | Sell |
5,760
-21
| -0.4% | -$977 | 0.17% | 57 |
|
|
2021
Q2 | $272K | Sell |
5,781
-24
| -0.4% | -$1.13K | 0.17% | 55 |
|
|
2021
Q1 | $263K | Sell |
5,805
-21
| -0.4% | -$951 | 0.18% | 54 |
|
|
2020
Q4 | $280K | Buy |
+5,826
| New | +$280K | 0.2% | 50 |
|