Gould Asset 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 | $1.63M | Sell |
16,654
-265
| -2% | -$25.9K | 0.32% | 43 |
|
|
2025
Q1 | $1.49M | Buy |
16,919
+359
| +2% | +$31.5K | 0.31% | 41 |
|
|
2024
Q4 | $1.5M | Buy |
16,560
+275
| +2% | +$24.8K | 0.32% | 43 |
|
|
2024
Q3 | $1.32M | Buy |
16,285
+975
| +6% | +$78.7K | 0.28% | 45 |
|
|
2024
Q2 | $1.04M | Sell |
15,310
-25
| -0.2% | -$1.69K | 0.24% | 53 |
|
|
2024
Q1 | $923K | Sell |
15,335
-49
| -0.3% | -$2.95K | 0.22% | 55 |
|
|
2023
Q4 | $808K | Sell |
15,384
-450
| -3% | -$23.6K | 0.21% | 54 |
|
|
2023
Q3 | $844K | Sell |
15,834
-9
| -0.1% | -$480 | 0.24% | 46 |
|
|
2023
Q2 | $830K | Sell |
15,843
-30
| -0.2% | -$1.57K | 0.23% | 49 |
|
|
2023
Q1 | $780K | Sell |
15,873
-600
| -4% | -$29.5K | 0.22% | 51 |
|
|
2022
Q4 | $779K | Sell |
16,473
-90
| -0.5% | -$4.25K | 0.23% | 53 |
|
|
2022
Q3 | $716K | Sell |
16,563
-15
| -0.1% | -$648 | 0.24% | 47 |
|
|
2022
Q2 | $672K | Buy |
16,578
+339
| +2% | +$13.7K | 0.22% | 54 |
|
|
2022
Q1 | $806K | Sell |
16,239
-255
| -2% | -$12.7K | 0.23% | 45 |
|
|
2021
Q4 | $796K | Buy |
16,494
+465
| +3% | +$22.4K | 0.22% | 47 |
|
|
2021
Q3 | $745K | Sell |
16,029
-10,470
| -40% | -$487K | 0.23% | 46 |
|
|
2021
Q2 | $1.25M | Buy |
26,499
+5,100
| +24% | +$240K | 0.35% | 40 |
|
|
2021
Q1 | $969K | Buy |
21,399
+570
| +3% | +$25.8K | 0.3% | 46 |
|
|
2020
Q4 | $1M | Hold |
20,829
| – | – | 0.3% | 45 |
|
|
2020
Q3 | $971K | Sell |
20,829
-150
| -0.7% | -$6.99K | 0.33% | 41 |
|
|
2020
Q2 | $838K | Sell |
20,979
-150
| -0.7% | -$5.99K | 0.29% | 47 |
|
|
2020
Q1 | $800K | Hold |
21,129
| – | – | 0.3% | 42 |
|
|
2019
Q4 | $837K | Buy |
21,129
+945
| +5% | +$37.4K | 0.28% | 49 |
|
|
2019
Q3 | $799K | Buy |
20,184
+555
| +3% | +$22K | 0.28% | 48 |
|
|
2019
Q2 | $723K | Sell |
19,629
-300
| -2% | -$11.1K | 0.26% | 50 |
|
|
2019
Q1 | $648K | Sell |
19,929
-1,650
| -8% | -$53.7K | 0.24% | 55 |
|
|
2018
Q4 | $670K | Buy |
21,579
+8,325
| +63% | +$258K | 0.28% | 48 |
|
|
2018
Q3 | $415K | Sell |
13,254
-225
| -2% | -$7.05K | 0.17% | 75 |
|
|
2018
Q2 | $385K | Sell |
13,479
-150
| -1% | -$4.28K | 0.17% | 78 |
|
|
2018
Q1 | $404K | Buy |
13,629
+1,500
| +12% | +$44.5K | 0.18% | 75 |
|
|
2017
Q4 | $399K | Sell |
12,129
-1,500
| -11% | -$49.3K | 0.17% | 77 |
|
|
2017
Q3 | $355K | Buy |
13,629
+1,500
| +12% | +$39.1K | 0.16% | 85 |
|
|
2017
Q2 | $306K | Buy |
+12,129
| New | +$306K | 0.15% | 85 |
|
|
2017
Q1 | – | Sell |
-14,829
| Closed | -$342K | – | 126 |
|
|
2016
Q4 | $342K | Sell |
14,829
-8,685
| -37% | -$200K | 0.18% | 72 |
|
|
2016
Q3 | $565K | Buy |
23,514
+4,500
| +24% | +$108K | 0.3% | 45 |
|
|
2016
Q2 | $463K | Hold |
19,014
| – | – | 0.25% | 53 |
|
|
2016
Q1 | $434K | Hold |
19,014
| – | – | 0.23% | 57 |
|
|
2015
Q4 | $389K | Sell |
19,014
-3,270
| -15% | -$66.9K | 0.21% | 64 |
|
|
2015
Q3 | $482K | Hold |
22,284
| – | – | 0.27% | 58 |
|
|
2015
Q2 | $527K | Hold |
22,284
| – | – | 0.27% | 58 |
|
|
2015
Q1 | $611K | Hold |
22,284
| – | – | 0.3% | 49 |
|
|
2014
Q4 | $638K | Buy |
22,284
+4,605
| +26% | +$132K | 0.31% | 45 |
|
|
2014
Q3 | $451K | Buy |
17,679
+4,140
| +31% | +$106K | 0.22% | 54 |
|
|
2014
Q2 | $339K | Buy |
13,539
+3,300
| +32% | +$82.6K | 0.16% | 64 |
|
|
2014
Q1 | $261K | Buy |
+10,239
| New | +$261K | 0.14% | 79 |
|