Harfst & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
18,413
+9,518
| +107% | +$931K | 0.37% | 47 |
|
|
2025
Q1 | $781K | Buy |
+8,895
| New | +$781K | 0.18% | 65 |
|
|
2017
Q2 | – | Sell |
-498
| Closed | -$11K | – | 300 |
|
|
2017
Q1 | $11K | Buy |
+498
| New | +$11K | ﹤0.01% | 232 |
|
|
2015
Q4 | – | Sell |
-630
| Closed | -$14K | – | 307 |
|
|
2015
Q3 | $14K | Sell |
630
-1,680
| -73% | -$37.3K | 0.01% | 217 |
|
|
2015
Q2 | $55K | Buy |
+2,310
| New | +$55K | 0.03% | 171 |
|