Guardian Investment 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 | $3.41M | Sell |
34,850
-11,150
| -24% | -$1.09M | 3.43% | 7 |
|
|
2025
Q1 | $4.04M | Sell |
46,000
-12,800
| -22% | -$1.12M | 3.4% | 6 |
|
|
2024
Q4 | $5.31M | Sell |
58,800
-3,995
| -6% | -$361K | 3.79% | 4 |
|
|
2024
Q3 | $5.07M | Sell |
62,795
-19,242
| -23% | -$1.55M | 4.37% | 4 |
|
|
2024
Q2 | $5.55M | Buy |
82,037
+17,692
| +27% | +$1.2M | 3.97% | 5 |
|
|
2024
Q1 | $3.87M | Buy |
64,345
+400
| +0.6% | +$24.1K | 3.11% | 7 |
|
|
2023
Q4 | $3.36M | Hold |
63,945
| – | – | 2.83% | 10 |
|
|
2023
Q3 | $3.41M | Hold |
63,945
| – | – | 3.1% | 8 |
|
|
2023
Q2 | $3.35M | Buy |
63,945
+26,358
| +70% | +$1.38M | 2.85% | 8 |
|
|
2023
Q1 | $1.7M | Sell |
37,587
-32,658
| -46% | -$1.48M | 1.28% | 29 |
|
|
2022
Q4 | $3.32M | Sell |
70,245
-2,250
| -3% | -$106K | 3.14% | 7 |
|
|
2022
Q3 | $3.13M | Hold |
72,495
| – | – | 3.18% | 7 |
|
|
2022
Q2 | $2.94M | Buy |
72,495
+15,300
| +27% | +$620K | 2.56% | 10 |
|
|
2022
Q1 | $2.84M | Hold |
57,195
| – | – | 2.21% | 16 |
|
|
2021
Q4 | $2.76M | Buy |
57,195
+13,050
| +30% | +$629K | 1.92% | 18 |
|
|
2021
Q3 | $2.05M | Sell |
44,145
-3,192
| -7% | -$148K | 1.51% | 26 |
|
|
2021
Q2 | $2.23M | Buy |
47,337
+9,750
| +26% | +$458K | 1.52% | 26 |
|
|
2021
Q1 | $1.7M | Hold |
37,587
| – | – | 1.21% | 29 |
|
|
2020
Q4 | $1.81M | Sell |
37,587
-900
| -2% | -$43.2K | 1.37% | 28 |
|
|
2020
Q3 | $1.8M | Hold |
38,487
| – | – | 1.57% | 27 |
|
|
2020
Q2 | $1.54M | Hold |
38,487
| – | – | 1.39% | 26 |
|
|
2020
Q1 | $1.46M | Buy |
38,487
+450
| +1% | +$17K | 1.49% | 24 |
|
|
2019
Q4 | $1.51M | Hold |
38,037
| – | – | 1.2% | 32 |
|
|
2019
Q3 | $1.5M | Hold |
38,037
| – | – | 1.34% | 29 |
|
|
2019
Q2 | $1.4M | Sell |
38,037
-2,400
| -6% | -$88.4K | 1.22% | 32 |
|
|
2019
Q1 | $1.32M | Buy |
+40,437
| New | +$1.32M | 1.14% | 34 |
|