HPIA
Hamilton Point Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Sell |
65,729
-903
| -1% | -$88.3K | 1.06% | 31 |
|
|
2025
Q1 | $5.87M | Sell |
66,632
-25,856
| -28% | -$2.28M | 1.05% | 39 |
|
|
2024
Q4 | $8.38M | Buy |
92,488
+1,523
| +2% | +$138K | 1.48% | 20 |
|
|
2024
Q3 | $7.35M | Sell |
90,965
-721
| -0.8% | -$58.2K | 1.3% | 26 |
|
|
2024
Q2 | $6.21M | Buy |
91,686
+275
| +0.3% | +$18.6K | 1.18% | 30 |
|
|
2024
Q1 | $5.52M | Buy |
91,411
+60,571
| +196% | +$3.66M | 1.06% | 36 |
|
|
2023
Q4 | $4.88M | Buy |
30,840
+255
| +0.8% | +$40.3K | 0.98% | 44 |
|
|
2023
Q3 | $4.89M | Sell |
30,585
-878
| -3% | -$140K | 1.21% | 37 |
|
|
2023
Q2 | $4.95M | Sell |
31,463
-615
| -2% | -$96.7K | 1.18% | 38 |
|
|
2023
Q1 | $4.75M | Buy |
32,078
+776
| +2% | +$115K | 1.15% | 40 |
|
|
2022
Q4 | $4.46M | Buy |
31,302
+825
| +3% | +$117K | 1.23% | 38 |
|
|
2022
Q3 | $3.95M | Buy |
30,477
+994
| +3% | +$129K | 1.2% | 38 |
|
|
2022
Q2 | $3.59M | Buy |
29,483
+331
| +1% | +$40.2K | 1.04% | 43 |
|
|
2022
Q1 | $4.36M | Sell |
29,152
-421
| -1% | -$62.9K | 1.12% | 38 |
|
|
2021
Q4 | $4.3M | Buy |
29,573
+413
| +1% | +$60K | 1.02% | 41 |
|
|
2021
Q3 | $4.06M | Sell |
29,160
-273
| -0.9% | -$38K | 1.08% | 40 |
|
|
2021
Q2 | $4.15M | Sell |
29,433
-267
| -0.9% | -$37.7K | 1.12% | 40 |
|
|
2021
Q1 | $4.05M | Buy |
29,700
+31
| +0.1% | +$4.23K | 1.17% | 38 |
|
|
2020
Q4 | $4.29M | Sell |
29,669
-279
| -0.9% | -$40.4K | 1.35% | 36 |
|
|
2020
Q3 | $4.19M | Buy |
29,948
+136
| +0.5% | +$19K | 1.48% | 31 |
|
|
2020
Q2 | $3.57M | Buy |
29,812
+612
| +2% | +$73.3K | 1.38% | 35 |
|
|
2020
Q1 | $3.33M | Buy |
29,200
+471
| +2% | +$53.8K | 1.55% | 34 |
|
|
2019
Q4 | $3.43M | Buy |
28,729
+265
| +0.9% | +$31.6K | 1.3% | 38 |
|
|
2019
Q3 | $3.38M | Buy |
28,464
+1,242
| +5% | +$147K | 1.38% | 36 |
|
|
2019
Q2 | $3.01M | Buy |
27,222
+447
| +2% | +$49.4K | 1.28% | 38 |
|
|
2019
Q1 | $2.63M | Buy |
26,775
+105
| +0.4% | +$10.3K | 1.17% | 40 |
|
|
2018
Q4 | $2.5M | Buy |
26,670
+735
| +3% | +$68.8K | 1.27% | 37 |
|
|
2018
Q3 | $2.44M | Buy |
25,935
+140
| +0.5% | +$13.2K | 1.14% | 42 |
|
|
2018
Q2 | $2.21M | Buy |
25,795
+152
| +0.6% | +$13K | 1.1% | 42 |
|
|
2018
Q1 | $2.3M | Buy |
25,643
+1,330
| +5% | +$119K | 1.17% | 41 |
|
|
2017
Q4 | $2.41M | Buy |
24,313
+2,593
| +12% | +$257K | 1.26% | 39 |
|
|
2017
Q3 | $1.7M | Buy |
+21,720
| New | +$1.7M | 0.92% | 49 |
|