Hanson & Doremus 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 | $1.23M | Sell |
12,609
-10,293
| -45% | -$1.01M | 0.16% | 75 |
|
|
2025
Q1 | $2.01M | Buy |
22,902
+10,293
| +82% | +$904K | 0.29% | 60 |
|
|
2024
Q4 | $1.14M | Buy |
12,609
+120
| +1% | +$10.8K | 0.18% | 70 |
|
|
2024
Q3 | $1.01M | Sell |
12,489
-105
| -0.8% | -$8.48K | 0.16% | 78 |
|
|
2024
Q2 | $853K | Sell |
12,594
-438
| -3% | -$29.7K | 0.14% | 82 |
|
|
2024
Q1 | $784K | Buy |
13,032
+132
| +1% | +$7.94K | 0.14% | 87 |
|
|
2023
Q4 | $678K | Buy |
12,900
+18
| +0.1% | +$946 | 0.13% | 95 |
|
|
2023
Q3 | $687K | Hold |
12,882
| – | – | 0.14% | 91 |
|
|
2023
Q2 | $675K | Sell |
12,882
-378
| -3% | -$19.8K | 0.14% | 98 |
|
|
2023
Q1 | $652K | Sell |
13,260
-10,077
| -43% | -$495K | 0.14% | 95 |
|
|
2022
Q4 | $1.1M | Buy |
23,337
+10,749
| +85% | +$508K | 0.24% | 81 |
|
|
2022
Q3 | $544K | Sell |
12,588
-120
| -0.9% | -$5.19K | 0.14% | 104 |
|
|
2022
Q2 | $515K | Buy |
12,708
+471
| +4% | +$19.1K | 0.13% | 116 |
|
|
2022
Q1 | $607K | Buy |
12,237
+3,162
| +35% | +$157K | 0.13% | 110 |
|
|
2021
Q4 | $438K | Hold |
9,075
| – | – | 0.09% | 125 |
|
|
2021
Q3 | $422K | Sell |
9,075
-1,479
| -14% | -$68.8K | 0.1% | 126 |
|
|
2021
Q2 | $492K | Sell |
10,554
-8,814
| -46% | -$411K | 0.15% | 105 |
|
|
2021
Q1 | $877K | Sell |
19,368
-1,899
| -9% | -$86K | 0.2% | 95 |
|
|
2020
Q4 | $1.02M | Buy |
21,267
+10,713
| +102% | +$515K | 0.25% | 80 |
|
|
2020
Q3 | $492K | Buy |
10,554
+399
| +4% | +$18.6K | 0.15% | 105 |
|
|
2020
Q2 | $405K | Sell |
10,155
-16,869
| -62% | -$673K | 0.13% | 118 |
|
|
2020
Q1 | $1.02M | Buy |
27,024
+16,533
| +158% | +$626K | 0.35% | 61 |
|
|
2019
Q4 | $416K | Buy |
10,491
+600
| +6% | +$23.8K | 0.12% | 122 |
|
|
2019
Q3 | $391K | Sell |
9,891
-129
| -1% | -$5.1K | 0.12% | 122 |
|
|
2019
Q2 | $369K | Buy |
10,020
+924
| +10% | +$34K | 0.12% | 127 |
|
|
2019
Q1 | $296K | Sell |
9,096
-129
| -1% | -$4.2K | 0.1% | 141 |
|
|
2018
Q4 | $286K | Hold |
9,225
| – | – | 0.1% | 137 |
|
|
2018
Q3 | $289K | Hold |
9,225
| – | – | 0.09% | 148 |
|
|
2018
Q2 | $263K | Sell |
9,225
-17,001
| -65% | -$485K | 0.09% | 151 |
|
|
2018
Q1 | $778K | Buy |
26,226
+16,722
| +176% | +$496K | 0.24% | 96 |
|
|
2017
Q4 | $313K | Sell |
9,504
-90
| -0.9% | -$2.96K | 0.1% | 145 |
|
|
2017
Q3 | $250K | Buy |
9,594
+5,790
| +152% | +$151K | 0.09% | 156 |
|
|
2017
Q2 | $96K | Sell |
3,804
-300
| -7% | -$7.57K | 0.04% | 227 |
|
|
2017
Q1 | $99K | Sell |
4,104
-1,512
| -27% | -$36.5K | 0.04% | 225 |
|
|
2016
Q4 | $129K | Hold |
5,616
| – | – | 0.06% | 194 |
|
|
2016
Q3 | $135K | Hold |
5,616
| – | – | 0.06% | 182 |
|
|
2016
Q2 | $137K | Hold |
5,616
| – | – | 0.06% | 179 |
|
|
2016
Q1 | $128K | Sell |
5,616
-972
| -15% | -$22.2K | 0.06% | 183 |
|
|
2015
Q4 | $135K | Hold |
6,588
| – | – | 0.06% | 188 |
|
|
2015
Q3 | $142K | Sell |
6,588
-300
| -4% | -$6.47K | 0.07% | 176 |
|
|
2015
Q2 | $163K | Sell |
6,888
-600
| -8% | -$14.2K | 0.07% | 178 |
|
|
2015
Q1 | $205K | Hold |
7,488
| – | – | 0.09% | 165 |
|
|
2014
Q4 | $214K | Hold |
7,488
| – | – | 0.09% | 162 |
|
|
2014
Q3 | $191K | Hold |
7,488
| – | – | 0.09% | 168 |
|
|
2014
Q2 | $187K | Hold |
7,488
| – | – | 0.09% | 171 |
|
|
2014
Q1 | $191K | Sell |
7,488
-450
| -6% | -$11.5K | 0.09% | 173 |
|
|
2013
Q4 | $208K | Hold |
7,938
| – | – | 0.1% | 163 |
|
|
2013
Q3 | $196K | Hold |
7,938
| – | – | 0.1% | 161 |
|
|
2013
Q2 | $197K | Buy |
+7,938
| New | +$197K | 0.11% | 153 |
|